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
351
$365K 0.04%
4,266
+15
352
$364K 0.04%
+1,320
353
$364K 0.04%
2,928
-722
354
$362K 0.04%
+10,097
355
$362K 0.04%
+1,046
356
$360K 0.04%
+2,447
357
$358K 0.04%
+4,339
358
$352K 0.04%
+3,664
359
$351K 0.04%
+17,259
360
$347K 0.04%
18,760
-37,207
361
$344K 0.04%
+1,666
362
$340K 0.04%
2,654
+160
363
$337K 0.04%
+38,789
364
$336K 0.04%
1,892
+422
365
$335K 0.04%
+10,506
366
$332K 0.03%
+5,153
367
$326K 0.03%
2,540
+633
368
$322K 0.03%
4,147
-11,437
369
$318K 0.03%
+111,295
370
$310K 0.03%
4,691
-2,650
371
$305K 0.03%
2,724
-225
372
$305K 0.03%
+1,897
373
$304K 0.03%
+793
374
$301K 0.03%
+3,879
375
$296K 0.03%
+7,240
13 14
15
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