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
$480M
AUM Growth
-$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$35.6M
2
+$28.9M
3
+$6.51M
4
NVDA icon
NVIDIA
NVDA
+$6.29M
5
SAM icon
Boston Beer
SAM
+$5.42M

Top Sells

1
+$48.6M
2
+$14.7M
3
+$14M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$14M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$10.7M

Sector Composition

1 Technology 13.75%
2 Healthcare 12.26%
3 Consumer Discretionary 11.7%
4 Communication Services 8.35%
5 Financials 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.49M 0.44%
115,175
+81,818
27
$3.4M 0.43%
79,837
+31,543
28
$3.35M 0.42%
8
-2
29
$3.29M 0.41%
75,400
-14,779
30
$3.21M 0.4%
+182,590
31
$3.18M 0.4%
+93,013
32
$3.05M 0.38%
11,265
+1,147
33
$3.03M 0.38%
31,787
-15,399
34
$3.03M 0.38%
10,492
+8,977
35
$3.01M 0.38%
+531,271
36
$2.94M 0.37%
+38,035
37
$2.88M 0.36%
+75,618
38
$2.88M 0.36%
39,117
+35,048
39
$2.88M 0.36%
+13,910
40
$2.79M 0.35%
+5,276
41
$2.78M 0.35%
+208,969
42
$2.77M 0.35%
+11,472
43
$2.75M 0.35%
46,038
-19,470
44
$2.75M 0.35%
+37,668
45
$2.62M 0.33%
+44,973
46
$2.56M 0.32%
45,664
+12,957
47
$2.56M 0.32%
6,854
+4,313
48
$2.54M 0.32%
+10,210
49
$2.54M 0.32%
76,182
-68,159
50
$2.48M 0.31%
83,199
-105,019
1
2
3 4 5