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
451
$376K 0.04%
+8,158
452
$368K 0.04%
+17,480
453
$361K 0.04%
+4,844
454
$356K 0.04%
+24,967
455
$355K 0.04%
+38,617
456
$355K 0.04%
+3,325
457
$354K 0.03%
+9,491
458
$353K 0.03%
+19,060
459
$352K 0.03%
+3,234
460
$351K 0.03%
+9,303
461
$350K 0.03%
+9,636
462
$343K 0.03%
+9,900
463
$342K 0.03%
+4,465
464
$340K 0.03%
+8,428
465
$331K 0.03%
+75,000
466
$328K 0.03%
+6,021
467
$323K 0.03%
+10,683
468
$323K 0.03%
+5,276
469
$322K 0.03%
+132
470
$322K 0.03%
+5,453
471
$314K 0.03%
+15,623
472
$309K 0.03%
+4,300
473
$307K 0.03%
+14,641
474
$306K 0.03%
+26,837
475
$306K 0.03%
+7,306
17 18
19
20 21