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
101
$1.13M 0.14%
+69,796
102
$1.11M 0.14%
+63,921
103
$1.1M 0.14%
13,476
-7,379
104
$1.09M 0.14%
+4,018
105
$1.09M 0.14%
+87,370
106
$1.08M 0.14%
+7,087
107
$1.05M 0.13%
72,605
-66,054
108
$1.03M 0.13%
66,051
+28,412
109
$1.02M 0.13%
22,953
+4,050
110
$988K 0.12%
2,083
+1,243
111
$984K 0.12%
149,550
-519,736
112
$958K 0.12%
+28,971
113
$945K 0.12%
3,910
114
$934K 0.12%
+8,917
115
$922K 0.12%
98,772
-279,387
116
$911K 0.11%
+17,321
117
$911K 0.11%
6,504
+832
118
$903K 0.11%
14,082
+1,496
119
$896K 0.11%
12,212
-12,668
120
$875K 0.11%
+1,213
121
$856K 0.11%
23,793
-593
122
$854K 0.11%
269,390
+203,466
123
$815K 0.1%
+4,700
124
$802K 0.1%
+12,937
125
$770K 0.1%
50,308
+25,201
3 4
5
6 7