AI

Atom Investors Portfolio holdings

AUM $1.13B
1-Year Est. Return 11.83%
This Quarter Est. Return
1 Year Est. Return
+11.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16M
3
+$15.8M
4
MSFT icon
Microsoft
MSFT
+$15.8M
5
META icon
Meta Platforms (Facebook)
META
+$15.4M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 15.16%
2 Financials 14.38%
3 Industrials 12.67%
4 Technology 11.84%
5 Healthcare 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.2M 0.12%
+155,991
302
$1.19M 0.12%
+42,501
303
$1.19M 0.12%
+17,577
304
$1.18M 0.12%
+21,225
305
$1.16M 0.11%
+53,715
306
$1.16M 0.11%
+42,286
307
$1.15M 0.11%
+12,749
308
$1.15M 0.11%
+20,180
309
$1.15M 0.11%
+36,553
310
$1.12M 0.11%
+17,518
311
$1.12M 0.11%
+95,872
312
$1.12M 0.11%
+55,726
313
$1.11M 0.11%
+9,673
314
$1.11M 0.11%
+93,335
315
$1.11M 0.11%
+15,350
316
$1.11M 0.11%
+28,015
317
$1.11M 0.11%
+72,666
318
$1.1M 0.11%
+18,289
319
$1.1M 0.11%
+13,547
320
$1.09M 0.11%
+11,153
321
$1.08M 0.11%
+56,380
322
$1.08M 0.11%
+41,457
323
$1.07M 0.11%
+11,234
324
$1.07M 0.11%
+13,853
325
$1.07M 0.11%
+25,850
11 12
13
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