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
$1.01B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16M
3
+$15.8M
4
MSFT icon
Microsoft
MSFT
+$15.8M
5
META icon
Meta Platforms (Facebook)
META
+$15.4M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 15.16%
2 Financials 14.38%
3 Industrials 12.67%
4 Technology 11.84%
5 Healthcare 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.06M 0.1%
+5,376
327
$1.06M 0.1%
+55,916
328
$1.06M 0.1%
+11,263
329
$1.05M 0.1%
+27,798
330
$1.04M 0.1%
+69,071
331
$1.04M 0.1%
+37,426
332
$1.04M 0.1%
+49,931
333
$1.02M 0.1%
+28,121
334
$1.01M 0.1%
+24,109
335
$1M 0.1%
+23,491
336
$1M 0.1%
+39,485
337
$1M 0.1%
+32,030
338
$1M 0.1%
+56,562
339
$994K 0.1%
+29,210
340
$991K 0.1%
+12,580
341
$981K 0.1%
+21,056
342
$979K 0.1%
+4,634
343
$975K 0.1%
+15,479
344
$966K 0.1%
+50,588
345
$954K 0.09%
+18,093
346
$952K 0.09%
+55,838
347
$948K 0.09%
+12,041
348
$943K 0.09%
+16,075
349
$943K 0.09%
+36,418
350
$930K 0.09%
+15,704
12 13
14
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