AI

Atom Investors Portfolio holdings

AUM $1.26B
1-Year Est. Return 13.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
-$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$21.6M
3
+$18M
4
REAL icon
The RealReal
REAL
+$15.6M
5
ROP icon
Roper Technologies
ROP
+$12.1M

Top Sells

1
+$33.5M
2
+$31.2M
3
+$27.1M
4
CRM icon
Salesforce
CRM
+$22.9M
5
MSFT icon
Microsoft
MSFT
+$22.4M

Sector Composition

1 Healthcare 19.13%
2 Communication Services 15.01%
3 Technology 13.2%
4 Financials 12.52%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-111,706
327
– –
-3,105
328
– –
-5,130
329
– –
-31,117
330
– –
0
331
– –
-7,444
332
– –
0
333
– –
-145,427
334
– –
-97,617
335
– –
0
336
– –
-84,968
337
– –
-183,572
338
– –
-273,278
339
– –
-56,530
340
– –
-55,135
341
– –
-21,466
342
– –
-13,047
343
– –
-101,205
344
– –
-112,339
345
– –
-83,537
346
– –
-26,741
347
– –
-77,918
348
– –
-28,020
349
– –
0
350
– –
-23,432
11 12 13
14
15