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
$955M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$10.6M
3
+$9.16M
4
MTB icon
M&T Bank
MTB
+$9.15M
5
MSFT icon
Microsoft
MSFT
+$8.65M

Top Sells

1
+$11.5M
2
+$10.7M
3
+$10.1M
4
AMH icon
American Homes 4 Rent
AMH
+$9.06M
5
INVH icon
Invitation Homes
INVH
+$8.17M

Sector Composition

1 Technology 15.01%
2 Industrials 13.97%
3 Financials 13.28%
4 Consumer Discretionary 11.77%
5 Healthcare 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$586K 0.06%
+6,631
302
$575K 0.06%
+1,995
303
$573K 0.06%
7,772
-13,375
304
$566K 0.06%
+7,615
305
$564K 0.06%
+16,985
306
$545K 0.06%
12,983
+5,597
307
$539K 0.06%
+7,118
308
$538K 0.06%
+6,360
309
$537K 0.06%
+48,087
310
$522K 0.05%
+38,784
311
$516K 0.05%
1,904
-15,980
312
$513K 0.05%
+6,168
313
$507K 0.05%
+1,159
314
$497K 0.05%
1,006
-10
315
$492K 0.05%
14,422
-33,450
316
$489K 0.05%
3,489
+1,430
317
$487K 0.05%
1,918
-13,035
318
$485K 0.05%
+15,498
319
$476K 0.05%
1,866
-65
320
$473K 0.05%
5,067
-1,911
321
$468K 0.05%
1,564
+441
322
$468K 0.05%
+1,627
323
$461K 0.05%
61,384
-66,110
324
$454K 0.05%
+14,723
325
$446K 0.05%
+9,067
11 12
13
14 15