AI

Atom Investors Portfolio holdings

AUM $813M
This Quarter Return
-4.47%
1 Year Return
+3.65%
3 Year Return
+25.78%
5 Year Return
+162.62%
10 Year Return
–
AUM
$813M
AUM Growth
+$7.87M
Cap. Flow
+$43.5M
Cap. Flow %
5.36%
Top 10 Hldgs %
17.78%
Holding
669
New
188
Increased
132
Reduced
152
Closed
181

Top Buys

1
$15.6M
2
$14.5M
3
$11.4M
4
$10.1M
5
$7.44M

Top Sells

1
$32.9M
2
$7.03M
3
$6.49M
4
$6.44M
5
$6.28M

Sector Composition

1Industrials13.31%
2Financials12.47%
3Consumer Discretionary12.24%
4Technology10.9%
5Healthcare9.97%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$484K0.06% 15,687
-2,251
-13%
-$69.5K
$481K0.06%
+13,325
 New
+$481K
$481K0.06% 329,376
+177,278
+117%
+$259K
$479K0.06%
+5,978
 New
+$479K
$477K0.06%
+2,920
 New
+$477K
$475K0.06% 1,873
-855
-31%
-$217K
$470K0.06% 33,381
-12,189
-27%
-$172K
$468K0.06%
+1,388
 New
+$468K
$466K0.06%
+38,367
 New
+$466K
$455K0.06% 58,384
-87,418
-60%
-$682K
$436K0.05% 1,249
-8,686
-87%
-$3.04M
$430K0.05% 268,832
+167,148
+164%
+$267K
$430K0.05%
+28,191
 New
+$430K
$428K0.05%
+87,090
 New
+$428K
$427K0.05% 458––
$422K0.05%
+3,815
 New
+$422K
$421K0.05%
+8,253
 New
+$421K
$417K0.05% 4,063
-2,458
-38%
-$253K
$415K0.05% 2,207
-2,005
-48%
-$377K
$414K0.05%
+13,219
 New
+$414K
$413K0.05% 8,460
-25,287
-75%
-$1.24M
$406K0.05% 2,381
+333
+16%
+$56.8K
$406K0.05% 20,916
-31,828
-60%
-$618K
$404K0.05%
+6,903
 New
+$404K
$403K0.05% 8,741
+949
+12%
+$43.7K
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