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
376
$780K 0.08%
+31,188
377
$774K 0.08%
+25,439
378
$772K 0.08%
+21,743
379
$766K 0.08%
+3,826
380
$761K 0.07%
+23,962
381
$756K 0.07%
+13,311
382
$750K 0.07%
+16,265
383
$748K 0.07%
+28,009
384
$744K 0.07%
+60,009
385
$741K 0.07%
+25,998
386
$732K 0.07%
+20,325
387
$720K 0.07%
+30,456
388
$719K 0.07%
+16,240
389
$717K 0.07%
+23,216
390
$708K 0.07%
+10,064
391
$705K 0.07%
+2,829
392
$684K 0.07%
+60,227
393
$678K 0.07%
+10,341
394
$664K 0.07%
+53,183
395
$654K 0.06%
+105,051
396
$641K 0.06%
+5,798
397
$634K 0.06%
+30,818
398
$633K 0.06%
+36,725
399
$632K 0.06%
+26,046
400
$632K 0.06%
+35,930
14 15
16
17 18