AI

Atom Investors Portfolio holdings

AUM $1.32B
1-Year Est. Return 8.66%
This Quarter Est. Return
1 Year Est. Return
+8.66%
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
+$11.4M
2
+$9.85M
3
+$7.35M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.67M
5
DOCN icon
DigitalOcean
DOCN
+$6.36M

Top Sells

1
+$7.78M
2
+$6.29M
3
+$5.12M
4
ELV icon
Elevance Health
ELV
+$4.57M
5
MODG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-30
302
– –
-43,446
303
– –
-69,796
304
– –
-13,037
305
– –
-5,803
306
– –
-6,739
307
– –
-505
308
– –
0
309
– –
-10,380
310
– –
-41,458
311
– –
-45,664
312
– –
0
313
– –
0
314
– –
-12,093
315
– –
-10,775
316
– –
-2,380
317
– –
-10,017
318
– –
-3,536
319
– –
-6,296
320
– –
-31,460
321
– –
-3,722
322
– –
-79,837
323
– –
0
324
– –
-8,917
325
– –
-563
11 12
13
14 15