AI

Atom Investors Portfolio holdings

AUM $1.26B
1-Year Est. Return 13.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.46%
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
+$11.8M
2
+$9.6M
3
+$8M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.83M
5
DOCN icon
DigitalOcean
DOCN
+$5.06M

Top Sells

1
+$7.78M
2
+$6.29M
3
+$5.1M
4
ELV icon
Elevance Health
ELV
+$4.57M
5
CALY
Callaway Golf Company
CALY
+$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
76
$1.55M 0.3%
+70,409
77
$1.54M 0.3%
82,848
-32,327
78
$1.53M 0.3%
+15,743
79
$1.49M 0.29%
+148,841
80
$1.48M 0.29%
27,357
-18,681
81
$1.47M 0.29%
34,128
-41,272
82
$1.39M 0.27%
17,321
83
$1.38M 0.27%
39,715
-36,467
84
$1.38M 0.27%
+9,939
85
$1.36M 0.27%
57,415
+12,005
86
$1.35M 0.26%
+66,533
87
$1.33M 0.26%
+41,540
88
$1.31M 0.26%
+129,131
89
$1.31M 0.26%
18,980
+4,898
90
$1.3M 0.25%
5
-3
91
$1.29M 0.25%
32,540
-50,659
92
$1.25M 0.24%
16,302
+50
93
$1.23M 0.24%
3
94
$1.23M 0.24%
+87,117
95
$1.23M 0.24%
19,890
-13,520
96
$1.22M 0.24%
+8,131
97
$1.21M 0.24%
+20,220
98
$1.21M 0.24%
+18,444
99
$1.21M 0.24%
+8,219
100
$1.2M 0.23%
37,911
-24,663
2 3
4
5 6