AI

Atom Investors Portfolio holdings

AUM $813M
This Quarter Return
-4.47%
1 Year Return
+3.65%
3 Year Return
+25.78%
5 Year Return
+162.62%
10 Year Return
–
AUM
$813M
AUM Growth
+$7.87M
Cap. Flow
+$43.5M
Cap. Flow %
5.36%
Top 10 Hldgs %
17.78%
Holding
669
New
188
Increased
132
Reduced
152
Closed
181

Top Buys

1
$15.6M
2
$14.5M
3
$11.4M
4
$10.1M
5
$7.44M

Top Sells

1
$32.9M
2
$7.03M
3
$6.49M
4
$6.44M
5
$6.28M

Sector Composition

1Industrials13.31%
2Financials12.47%
3Consumer Discretionary12.24%
4Technology10.9%
5Healthcare9.97%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$120K0.01%
+14,414
 New
+$120K
$114K0.01% 22,149
-433
-2%
-$2.23K
$110K0.01% 15,544
+711
+5%
+$5.04K
$109K0.01% 21,078
+2,585
+14%
+$13.4K
$108K0.01% 16,016
-2,601
-14%
-$17.5K
$107K0.01% 19,237
-573
-3%
-$3.19K
$107K0.01%
+76,722
 New
+$107K
$106K0.01% 28,199––
$106K0.01%
+37,045
 New
+$106K
$105K0.01%
+89,903
 New
+$105K
$105K0.01%
+21,573
 New
+$105K
$104K0.01% 32,321
+1,225
+4%
+$3.96K
$104K0.01% 19,419
-17
-0.1%
-$91
$101K0.01% 38,553
-1,959
-5%
-$5.11K
$99.4K0.01% 10,380
-4,160
-29%
-$39.9K
$94.3K0.01%
+15,492
 New
+$94.3K
$89.7K0.01% 13,032
-11,421
-47%
-$78.6K
$89.3K0.01%
+33,555
 New
+$89.3K
$87.2K0.01%
+20,087
 New
+$87.2K
$86.7K0.01%
+12,889
 New
+$86.7K
$85.1K0.01%
+22,504
 New
+$85.1K
$84.5K0.01%
+10,411
 New
+$84.5K
$84K0.01%
+14,606
 New
+$84K
$80.3K0.01% 16,553
-12,165
-42%
-$59K
$75.6K0.01% 15,126
+4,066
+37%
+$20.3K
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