AI
Atom Investors Portfolio holdings
AUM
$1.13B
This Quarter Return
+0.13%
1 Year Return
+11.83%
3 Year Return
+55.42%
5 Year Return
+125.35%
10 Year Return
–
AUM
$363M
AUM Growth
+$363M
(-29%)
Cap. Flow
-$149M
Cap. Flow
% of AUM
-41.07%
Top 10 Holdings %
Top 10 Hldgs %
38.5%
Holding
440
New
143
Increased
44
Reduced
58
Closed
179
Top Buys
| 1 |
SPDR S&P Regional Banking ETF
KRE
|
$7.58M |
| 2 |
iShares Biotechnology ETF
IBB
|
$4.24M |
| 3 |
iShares US Real Estate ETF
IYR
|
$4.08M |
| 4 |
XYZ
Block, Inc.
XYZ
|
$4.01M |
| 5 |
Mastercard
MA
|
$3.69M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$33.1M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$10.4M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$9.52M |
| 4 |
Dick's Sporting Goods
DKS
|
$7.88M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Salesforce
CRM
$245B
| $1.27M | 0.21% | 5,008 +1,850 | +59% | +$470K |
|
77
American Woodmark
AMWD
$941M
| $1.23M | 0.21% | 18,830 +386 | +2% | +$25.2K |
|
78
Alibaba
BABA
$322B
| $1.19M | 0.2% | +10,000 | New | +$1.19M |
|
79
Groupon
GRPN
$1.06B
| $1.19M | 0.2% | +51,237 | New | +$1.19M |
|
80
Insmed
INSM
$28.8B
| $1.18M | 0.2% | +43,444 | New | +$1.18M |
|
81
W.R. Berkley
WRB
$27.2B
| $1.18M | 0.2% | +14,351 | New | +$1.18M |
|
82
Progressive
PGR
$145B
| $1.17M | 0.2% | 11,435 +5,418 | +90% | +$556K |
|
|
SUMO
83
DELISTED
Sumo Logic, Inc. Common Stock
SUMO
| $1.17M | 0.2% | +86,088 | New | +$1.17M |
|
84
Crinetics Pharmaceuticals
CRNX
$2.92B
| $1.14M | 0.19% | +39,989 | New | +$1.14M |
|
85
Horace Mann Educators
HMN
$1.87B
| $1.13M | 0.19% | +29,281 | New | +$1.13M |
|
86
General Dynamics
GD
$87.3B
| $1.12M | 0.19% | 5,382 -5,792 | -52% | -$1.21M |
|
87
Intel
INTC
$107B
| $1.12M | 0.19% | +21,795 | New | +$1.12M |
|
88
Twilio
TWLO
$16.2B
| $1.11M | 0.19% | 4,225 -6,100 | -59% | -$1.61M |
|
89
PepsiCo
PEP
$204B
| $1.09M | 0.18% | 6,271 -1,860 | -23% | -$323K |
|
90
ARK Innovation ETF
ARKK
$7.45B
| $1.03M | 0.17% | 10,857 -10,353 | -49% | -$979K |
|
91
Polaris
PII
$3.18B
| $1.01M | 0.17% | 9,195 +261 | +3% | +$28.7K |
|
|
Y
92
DELISTED
Alleghany Corporation
Y
| $1.01M | 0.17% | 1,510 -4,246 | -74% | -$2.83M |
|
93
Best Buy
BBY
$15.6B
| $995K | 0.17% | 9,793 +1,454 | +17% | +$148K |
|
|
DICE
94
DELISTED
DICE Therapeutics, Inc. Common Stock
DICE
| $990K | 0.17% | +39,100 | New | +$990K |
|
95
WisdomTree
WT
$2B
| $952K | 0.16% | +155,544 | New | +$952K |
|
96
Coterra Energy
CTRA
$18.7B
| $951K | 0.16% | +50,037 | New | +$951K |
|
97
Chemed
CHE
$6.67B
| $950K | 0.16% | +1,795 | New | +$950K |
|
98
La-Z-Boy
LZB
$1.52B
| $928K | 0.16% | +25,552 | New | +$928K |
|
99
Braze
BRZE
$2.93B
| $921K | 0.15% | +11,936 | New | +$921K |
|
100
Eagle Materials
EXP
$7.49B
| $908K | 0.15% | 5,455 +567 | +12% | +$94.4K |
|