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
76
$1.27M 0.21%
5,008
+1,850
77
$1.23M 0.21%
18,830
+386
78
$1.19M 0.2%
+10,000
79
$1.19M 0.2%
+51,237
80
$1.18M 0.2%
+43,444
81
$1.18M 0.2%
+32,290
82
$1.17M 0.2%
11,435
+5,418
83
$1.17M 0.2%
+86,088
84
$1.14M 0.19%
+39,989
85
$1.13M 0.19%
+29,281
86
$1.12M 0.19%
+21,795
87
$1.12M 0.19%
5,382
-5,792
88
$1.11M 0.19%
4,225
-6,100
89
$1.09M 0.18%
6,271
-1,860
90
$1.03M 0.17%
10,857
-10,353
91
$1.01M 0.17%
9,195
+261
92
$1.01M 0.17%
1,510
-4,246
93
$995K 0.17%
9,793
+1,454
94
$990K 0.17%
+39,100
95
$952K 0.16%
+155,544
96
$951K 0.16%
+50,037
97
$950K 0.16%
+1,795
98
$928K 0.16%
+25,552
99
$921K 0.15%
+11,936
100
$908K 0.15%
5,455
+567
2 3
4
5 6