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
26
$6.81M 0.67%
+198,499
27
$6.7M 0.66%
+61,075
28
$6.46M 0.64%
+179,770
29
$6.28M 0.62%
+331,131
30
$6.17M 0.61%
+490,077
31
$6.12M 0.6%
+20
32
$6.08M 0.6%
+211,710
33
$5.95M 0.59%
+43,471
34
$5.89M 0.58%
+1,159,047
35
$5.82M 0.57%
+28,488
36
$5.79M 0.57%
+99,993
37
$5.72M 0.56%
+897,827
38
$5.7M 0.56%
+181,476
39
$5.65M 0.56%
+57,843
40
$5.59M 0.55%
+259,436
41
$5.35M 0.53%
+601,213
42
$5.32M 0.52%
+103,384
43
$5.31M 0.52%
+198,634
44
$5.24M 0.52%
+509,009
45
$5.12M 0.5%
+79,804
46
$4.93M 0.49%
+58,828
47
$4.55M 0.45%
+40,439
48
$4.55M 0.45%
+118,503
49
$4.52M 0.44%
+44,046
50
$4.48M 0.44%
+111,866
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