AI

Atom Investors Portfolio holdings

AUM $1.26B
1-Year Est. Return 13.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.46%
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
+$12M
2
+$10M
3
+$8.88M
4
MSFT icon
Microsoft
MSFT
+$8.59M
5
MTB icon
M&T Bank
MTB
+$8.52M

Top Sells

1
+$11.5M
2
+$10.2M
3
+$9.94M
4
AMH icon
American Homes 4 Rent
AMH
+$9.06M
5
INVH icon
Invitation Homes
INVH
+$8.17M

Sector Composition

1 Technology 14.98%
2 Industrials 14%
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
626
– –
-43,827
627
– –
-19,524
628
– –
-2,372
629
– –
-596
630
– –
-139,550
631
– –
-63,203
632
– –
-6,620
633
– –
-82,295
634
– –
-1,543
635
– –
-2,197
636
– –
-59,277
637
– –
-12,323
638
– –
-58,416
639
– –
-34,515
640
– –
-107,893
641
– –
-97,131
642
– –
-21,602
643
– –
-36,901
644
– –
-69,618
645
– –
-1,664
646
– –
-77,291
22 23 24 25
26