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 | |
|---|---|---|---|---|---|---|---|
| – | – | -48,490 | Closed | -$887K | |||
| – | – | -18,239 | Closed | -$62.6K | |||
| – | – | -1,061 | Closed | -$1.12M | |||
| – | – | -15,371 | Closed | -$1.39M | |||
| – | – | -15,979 | Closed | -$1.09M | |||
| – | – | -8,913 | Closed | -$326K | |||
| – | – | -62,442 | Closed | -$677K | |||
| – | – | -20,088 | Closed | -$1.58M | |||
| – | – | -16,657 | Closed | -$165K | |||
| – | – | -21,320 | Closed | -$463K | |||
| – | – | -5,794 | Closed | -$966K | |||
| – | – | -84,203 | Closed | -$1.95M | |||
| – | – | -9,408 | Closed | -$465K | |||
| – | – | -6,097 | Closed | -$271K | |||
| – | – | -12,653 | Closed | -$132K | |||
| – | – | -4,485 | Closed | -$373K | |||
| – | – | -15,543 | Closed | -$1.17M | |||
| – | – | -35,988 | Closed | -$3.04M | |||
| – | – | -40,255 | Closed | -$1.17M |
