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
$480M
AUM Growth
-$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$35.6M
2
+$28.9M
3
+$6.51M
4
NVDA icon
NVIDIA
NVDA
+$6.29M
5
SAM icon
Boston Beer
SAM
+$5.42M

Top Sells

1
+$48.6M
2
+$14.7M
3
+$14M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$14M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$10.7M

Sector Composition

1 Technology 13.75%
2 Healthcare 12.26%
3 Consumer Discretionary 11.7%
4 Communication Services 8.35%
5 Financials 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.46M 0.31%
35,818
-214,167
52
$2.42M 0.31%
+122,732
53
$2.36M 0.3%
+129,630
54
$2.35M 0.3%
+3,515
55
$2.23M 0.28%
+7,674
56
$2.2M 0.28%
90,617
+76,244
57
$2.15M 0.27%
12,093
+6,169
58
$2.14M 0.27%
+18,769
59
$2.11M 0.27%
34,001
+30,456
60
$2.08M 0.26%
33,410
-3,140
61
$2M 0.25%
+230,452
62
$1.97M 0.25%
24,018
+21,221
63
$1.97M 0.25%
32,664
-121,722
64
$1.95M 0.25%
39,116
-11,688
65
$1.91M 0.24%
28,555
+10,438
66
$1.91M 0.24%
+494
67
$1.9M 0.24%
32,592
-14,053
68
$1.86M 0.23%
+225,720
69
$1.8M 0.23%
21,943
-4,237
70
$1.77M 0.22%
+4,494
71
$1.77M 0.22%
6,538
-1,083
72
$1.74M 0.22%
+14,403
73
$1.72M 0.22%
+4,303
74
$1.69M 0.21%
87,649
+17,245
75
$1.69M 0.21%
7,214
+2,509
1 2
3
4 5