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
351
$918K 0.09%
+47,959
352
$915K 0.09%
+21,759
353
$912K 0.09%
+29,835
354
$911K 0.09%
+27,898
355
$906K 0.09%
+38,578
356
$899K 0.09%
+28,427
357
$892K 0.09%
+98,042
358
$887K 0.09%
+31,124
359
$886K 0.09%
+35,732
360
$884K 0.09%
+13,404
361
$882K 0.09%
+19,666
362
$875K 0.09%
+51,768
363
$862K 0.08%
+58,055
364
$857K 0.08%
+14,291
365
$846K 0.08%
+8,795
366
$841K 0.08%
+27,470
367
$828K 0.08%
+6,899
368
$822K 0.08%
+26,841
369
$819K 0.08%
+41,455
370
$817K 0.08%
+45,231
371
$809K 0.08%
+99,194
372
$798K 0.08%
+82,796
373
$794K 0.08%
+15,061
374
$789K 0.08%
+95,398
375
$781K 0.08%
+2,305
13 14
15
16 17