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
$513M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.6M
3
+$8M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.83M
5
DOCN icon
DigitalOcean
DOCN
+$5.06M

Top Sells

1
+$7.78M
2
+$6.29M
3
+$5.1M
4
ELV icon
Elevance Health
ELV
+$4.57M
5
CALY
Callaway Golf Company
CALY
+$4.35M

Sector Composition

1 Consumer Discretionary 12.27%
2 Technology 11.26%
3 Communication Services 9.61%
4 Financials 8.88%
5 Healthcare 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
0
377
– –
-20,452
378
– –
-42,170
379
– –
-12,830
380
– –
-8,917
381
– –
0
382
– –
0
383
– –
-15,398
384
– –
0
385
– –
-4,494
386
– –
-7,794
387
– –
-5,333
388
– –
-739
389
– –
-37
390
– –
-1,538
391
– –
-563
392
– –
-68,979
393
– –
-149,550
394
– –
-15,974
395
– –
-16,013
396
– –
-230,452
397
– –
-21,809
398
– –
-151
399
– –
-20,455
400
– –
-12,623
13 14 15
16
17