AI
Atom Investors Portfolio holdings
AUM $813M
This Quarter Return
-4.47%
1 Year Return
+3.65%
3 Year Return
+25.78%
5 Year Return
+162.62%
10 Year Return
–
AUM
$813M
AUM Growth
+$7.87M (+1%)
Cap. Flow
+$43.5M
Cap. Flow % of AUM
5.36%
Top 10 Holdings %Top 10 Hldgs %
17.78%
Holding
669
New
188
Increased
132
Reduced
152
Closed
181
Top Buys
| 1 | $15.6M | |
| 2 | $14.5M | |
| 3 | $11.4M | |
| 4 | $10.1M | |
| 5 | $7.44M |
Top Sells
| 1 | $32.9M | |
| 2 | $7.03M | |
| 3 | $6.49M | |
| 4 | $6.44M | |
| 5 | $6.28M |
Sector Composition
| 1 | Industrials | 13.31% |
| 2 | Financials | 12.47% |
| 3 | Consumer Discretionary | 12.24% |
| 4 | Technology | 10.9% |
| 5 | Healthcare | 9.97% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -31,924 | Closed | -$1.12M | |||
| – | – | -15,848 | Closed | -$29.5K | |||
| – | – | -191,020 | Closed | -$1.39M | |||
| – | – | -5,454 | Closed | -$310K | |||
| – | – | -1,361 | Closed | -$943K | |||
| – | – | -28,330 | Closed | -$1.11M | |||
| – | – | -5,884 | Closed | -$1.29M | |||
| – | – | -11,657 | Closed | -$123K | |||
| – | – | -238,793 | Closed | -$1.39M | |||
| – | – | -113,009 | Closed | -$3.87M | |||
| – | – | -4,262 | Closed | -$1.25M | |||
| – | – | -6,093 | Closed | -$1.38M | |||
| – | – | -9,018 | Closed | -$343K | |||
| – | – | -2,745 | Closed | -$420K | |||
| – | – | -7,702 | Closed | -$294K | |||
| – | – | -10,773 | Closed | -$655K | |||
| – | – | -3,724 | Closed | -$1.16M | |||
| – | – | -35,089 | Closed | -$211K | |||
| – | – | -40,517 | Closed | -$158K | |||
| – | – | -48,621 | Closed | -$2.43M | |||
| – | – | -5,772 | Closed | -$1.65M | |||
| – | – | -71,017 | Closed | -$1.24M | |||
| – | – | -68,727 | Closed | -$2.22M | |||
| – | – | -18,469 | Closed | -$91.1K | |||
| – | – | -38,621 | Closed | -$1.35M |
