AI

Atom Investors Portfolio holdings

AUM $1.26B
1-Year Est. Return 13.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$513M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.6M
3
+$8M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.83M
5
DOCN icon
DigitalOcean
DOCN
+$5.06M

Top Sells

1
+$7.78M
2
+$6.29M
3
+$5.1M
4
ELV icon
Elevance Health
ELV
+$4.57M
5
CALY
Callaway Golf Company
CALY
+$4.35M

Sector Composition

1 Consumer Discretionary 12.27%
2 Technology 11.26%
3 Communication Services 9.61%
4 Financials 8.88%
5 Healthcare 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-45,664
302
– –
0
303
– –
0
304
– –
-12,093
305
– –
-10,775
306
– –
-2,380
307
– –
-6,296
308
– –
-14,177
309
– –
-12,822
310
– –
-66,051
311
– –
-129,003
312
– –
-11,265
313
– –
-32,407
314
– –
-3,723
315
– –
-26,783
316
– –
-3,722
317
– –
-79,837
318
– –
-1,952
319
– –
-10,171
320
– –
-6,716
321
– –
-24,018
322
– –
-13,819
323
– –
-18,769
324
– –
-16,962
325
– –
-7,625
11 12
13
14 15