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
76
$1.68M 0.21%
+6,885
77
$1.65M 0.21%
17,518
+1,518
78
$1.6M 0.2%
+15,662
79
$1.55M 0.19%
+17,321
80
$1.48M 0.19%
+23,970
81
$1.45M 0.18%
+33,760
82
$1.44M 0.18%
42,170
-14,308
83
$1.41M 0.18%
+79,284
84
$1.4M 0.18%
+27,022
85
$1.39M 0.18%
51,049
-71,547
86
$1.39M 0.18%
+58,045
87
$1.31M 0.16%
+41,458
88
$1.3M 0.16%
16,438
-18,519
89
$1.28M 0.16%
45,410
-890
90
$1.28M 0.16%
+53,946
91
$1.27M 0.16%
+10,380
92
$1.26M 0.16%
3
-5
93
$1.24M 0.16%
6,739
+1,088
94
$1.23M 0.15%
16,180
-4,131
95
$1.23M 0.15%
+30,303
96
$1.22M 0.15%
+8,916
97
$1.22M 0.15%
+16,252
98
$1.18M 0.15%
28,761
-22,140
99
$1.17M 0.15%
+50,039
100
$1.15M 0.14%
3,301
-17,455
2 3
4
5 6