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
$363M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$4.24M
3
+$4.08M
4
XYZ
Block Inc
XYZ
+$4.01M
5
MA icon
Mastercard
MA
+$3.69M

Top Sells

1
+$33.1M
2
+$10.4M
3
+$9.52M
4
DKS icon
Dick's Sporting Goods
DKS
+$7.88M
5
DOCN icon
DigitalOcean
DOCN
+$6.36M

Sector Composition

1 Consumer Discretionary 12.38%
2 Technology 11.11%
3 Financials 10.89%
4 Healthcare 8.36%
5 Industrials 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.53M 0.42%
+10,014
27
$2.52M 0.42%
+10,010
28
$2.46M 0.41%
16,621
+15,178
29
$2.43M 0.41%
11,241
+8,176
30
$2.43M 0.41%
21,136
-68,497
31
$2.42M 0.41%
12,828
+7,476
32
$2.37M 0.4%
12,933
-9,140
33
$2.35M 0.39%
6,721
-1,588
34
$2.29M 0.38%
+125,086
35
$2.27M 0.38%
576
+196
36
$2.19M 0.37%
73,443
+64,599
37
$2.11M 0.35%
31,270
-27,946
38
$2.09M 0.35%
44,218
+11,678
39
$2.09M 0.35%
+42,768
40
$2.08M 0.35%
+15,389
41
$2.08M 0.35%
56,667
-10,217
42
$2.07M 0.35%
+4,471
43
$2.07M 0.35%
7,070
-1,637
44
$2.06M 0.35%
82,595
+35,988
45
$2M 0.33%
+82,083
46
$1.9M 0.32%
+48,466
47
$1.84M 0.31%
9,553
+7,207
48
$1.79M 0.3%
8,305
+91
49
$1.77M 0.3%
+57,866
50
$1.77M 0.3%
5,853
-9,441
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