AI
Atom Investors Portfolio holdings
AUM
$1.13B
1-Year Return
11.83%
This Quarter Return
-0.81%
1 Year Return
+11.83%
3 Year Return
+55.42%
5 Year Return
+125.35%
10 Year Return
–
AUM
$513M
AUM Growth
+$32.9M
(+6.9%)
Cap. Flow
+$46.9M
Cap. Flow
% of AUM
9.16%
Top 10 Holdings %
Top 10 Hldgs %
37.75%
Holding
413
New
175
Increased
40
Reduced
65
Closed
114
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$11.4M |
| 2 |
Uber
UBER
|
$9.85M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$7.35M |
| 4 |
SPDR S&P Biotech ETF
XBI
|
$6.67M |
| 5 |
DigitalOcean
DOCN
|
$6.36M |
Top Sells
| 1 |
Boston Beer
SAM
|
$7.78M |
| 2 |
NVIDIA
NVDA
|
$6.29M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$5.12M |
| 4 |
Elevance Health
ELV
|
$4.57M |
| 5 |
Topgolf Callaway Brands
MODG
|
$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% |
