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
$513M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.85M
3
+$7.35M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.67M
5
DOCN icon
DigitalOcean
DOCN
+$6.36M

Top Sells

1
+$7.78M
2
+$6.29M
3
+$5.12M
4
ELV icon
Elevance Health
ELV
+$4.57M
5
MODG icon
Topgolf Callaway Brands
MODG
+$4.35M

Sector Composition

1 Consumer Discretionary 12.27%
2 Technology 11.26%
3 Communication Services 9.61%
4 Financials 8.88%
5 Healthcare 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.31M 0.19%
8,707
+2,169
52
$2.28M 0.18%
+276,508
53
$2.27M 0.18%
+11,349
54
$2.25M 0.18%
+11,277
55
$2.2M 0.18%
55,701
+21,941
56
$2.19M 0.18%
+11,174
57
$2.14M 0.17%
+68,645
58
$2.1M 0.17%
56,002
-136,435
59
$2.08M 0.17%
+5,807
60
$2.06M 0.17%
394,438
-136,833
61
$2.02M 0.16%
42,866
+25,545
62
$1.98M 0.16%
+54,875
63
$1.93M 0.16%
30,916
-6,752
64
$1.89M 0.15%
18,314
+796
65
$1.81M 0.15%
3,738
-3,116
66
$1.77M 0.14%
67,894
+17,855
67
$1.73M 0.14%
+79,560
68
$1.72M 0.14%
+8,214
69
$1.67M 0.14%
5,705
-4,787
70
$1.66M 0.13%
+142,308
71
$1.64M 0.13%
31,406
+4,384
72
$1.63M 0.13%
18,755
-3,188
73
$1.57M 0.13%
+5,294
74
$1.56M 0.13%
8,901
+4,201
75
$1.56M 0.13%
380
-114
1 2
3
4 5