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
$363M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$4.24M
3
+$4.08M
4
XYZ
Block Inc
XYZ
+$4.01M
5
MA icon
Mastercard
MA
+$3.69M

Top Sells

1
+$33.1M
2
+$10.4M
3
+$9.52M
4
DKS icon
Dick's Sporting Goods
DKS
+$7.88M
5
DOCN icon
DigitalOcean
DOCN
+$6.36M

Sector Composition

1 Consumer Discretionary 12.38%
2 Technology 11.11%
3 Financials 10.89%
4 Healthcare 8.36%
5 Industrials 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.76M 0.3%
33,561
+6,204
52
$1.71M 0.29%
166,903
+24,595
53
$1.69M 0.28%
+29,122
54
$1.69M 0.28%
32,302
-10,564
55
$1.68M 0.28%
9,467
+6,400
56
$1.62M 0.27%
16,788
-1,967
57
$1.57M 0.26%
7,226
-13,018
58
$1.51M 0.25%
+274,017
59
$1.49M 0.25%
8,929
+6,659
60
$1.46M 0.24%
69,479
+58,665
61
$1.45M 0.24%
+11,431
62
$1.44M 0.24%
+27,553
63
$1.44M 0.24%
15,077
+12,097
64
$1.43M 0.24%
44,982
-12,433
65
$1.42M 0.24%
+6,323
66
$1.4M 0.23%
+10,178
67
$1.39M 0.23%
+36,980
68
$1.37M 0.23%
+126,858
69
$1.35M 0.23%
3
70
$1.34M 0.23%
10,042
+4,258
71
$1.33M 0.22%
17,321
72
$1.3M 0.22%
+50,178
73
$1.29M 0.22%
8,670
+451
74
$1.29M 0.22%
22,145
-9,261
75
$1.28M 0.21%
29,483
+16,769
1 2
3
4 5