AI

Atom Investors Portfolio holdings

AUM $813M
This Quarter Return
-4.47%
1 Year Return
+3.65%
3 Year Return
+25.78%
5 Year Return
+162.62%
10 Year Return
–
AUM
$813M
AUM Growth
+$7.87M
Cap. Flow
+$43.5M
Cap. Flow %
5.36%
Top 10 Hldgs %
17.78%
Holding
669
New
188
Increased
132
Reduced
152
Closed
181

Top Buys

1
$15.6M
2
$14.5M
3
$11.4M
4
$10.1M
5
$7.44M

Top Sells

1
$32.9M
2
$7.03M
3
$6.49M
4
$6.44M
5
$6.28M

Sector Composition

1Industrials13.31%
2Financials12.47%
3Consumer Discretionary12.24%
4Technology10.9%
5Healthcare9.97%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$403K0.05% 36,100
-173,169
-83%
-$1.93M
$402K0.05% 46,167
-16,134
-26%
-$141K
$401K0.05% 54,485
+423
+0.8%
+$3.11K
$396K0.05% 6,712
-16,318
-71%
-$964K
$396K0.05%
+1,398
 New
+$396K
$395K0.05% 21,046
-147,813
-88%
-$2.78M
$383K0.05% 11,035
+994
+10%
+$34.5K
$381K0.05%
+9,284
 New
+$381K
$375K0.05%
+3,490
 New
+$375K
$375K0.05% 2,919
-7
-0.2%
-$899
$375K0.05% 5,436
-18,733
-78%
-$1.29M
$373K0.05%
+20,071
 New
+$373K
$373K0.05% 1,424
+572
+67%
+$150K
$371K0.05% 19,132
-8,803
-32%
-$171K
$368K0.05% 2,536
-11,364
-82%
-$1.65M
$368K0.05% 5,640
+27
+0.5%
+$1.76K
$361K0.04% 6,763––
$358K0.04%
+2,029
 New
+$358K
$355K0.04%
+49,576
 New
+$355K
$354K0.04% 2,313
-96
-4%
-$14.7K
$351K0.04% 10,741
+379
+4%
+$12.4K
$350K0.04% 12,339––
$349K0.04% 1,741
-98
-5%
-$19.6K
$348K0.04%
+23,109
 New
+$348K
$347K0.04% 1,424
-1,569
-52%
-$382K
1 121314151627