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
501
$203K 0.02%
+9,315
502
$203K 0.02%
+3,281
503
$186K 0.02%
+10,161
504
$184K 0.02%
+1,495
505
$183K 0.02%
+16,762
506
$181K 0.02%
+4,628
507
$179K 0.02%
+4,102
508
$168K 0.02%
+19,101
509
$131K 0.01%
+13,066
510
$101K 0.01%
+11,783
511
$85K 0.01%
+2,040
512
$78K 0.01%
+11,611
513
$70K 0.01%
+10,373