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
$955M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$10.6M
3
+$9.16M
4
MTB icon
M&T Bank
MTB
+$9.15M
5
MSFT icon
Microsoft
MSFT
+$8.65M

Top Sells

1
+$11.5M
2
+$10.7M
3
+$10.1M
4
AMH icon
American Homes 4 Rent
AMH
+$9.06M
5
INVH icon
Invitation Homes
INVH
+$8.17M

Sector Composition

1 Technology 15.01%
2 Industrials 13.97%
3 Financials 13.28%
4 Consumer Discretionary 11.77%
5 Healthcare 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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-13,796
502
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-24,255
503
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-18,434
504
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-338,088
505
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-101,443
506
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-395,768
507
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-85,813
508
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-98,540
509
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-66,628
510
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-3,004
511
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-134,496
512
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-46,584
513
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-96,873
514
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-3,512
515
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-13,691
516
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-8,666
517
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-4,180
518
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-92,922
519
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-23,174
520
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-2,750
521
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-12,738
522
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-7,700
523
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-8,317
524
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-1,796
525
– –
-4,710
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