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
$513M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.85M
3
+$7.35M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.67M
5
DOCN icon
DigitalOcean
DOCN
+$6.36M

Top Sells

1
+$7.78M
2
+$6.29M
3
+$5.12M
4
ELV icon
Elevance Health
ELV
+$4.57M
5
MODG icon
Topgolf Callaway Brands
MODG
+$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
101
$1.2M 0.1%
+27,586
102
$1.18M 0.1%
19,726
-14,275
103
$1.13M 0.09%
17,004
-11,551
104
$1.13M 0.09%
+12,813
105
$1.12M 0.09%
46,607
-4,442
106
$1.12M 0.09%
+103,186
107
$1.12M 0.09%
+18,668
108
$1.11M 0.09%
+6,170
109
$1.1M 0.09%
53,018
-5,027
110
$1.09M 0.09%
+41,797
111
$1.07M 0.09%
63,233
-9,372
112
$1.07M 0.09%
+17,312
113
$1.07M 0.09%
+8,934
114
$1.05M 0.08%
+11,830
115
$1.04M 0.08%
+6,228
116
$1.02M 0.08%
+70,566
117
$1.02M 0.08%
+9,402
118
$1.02M 0.08%
6,210
+2,241
119
$1.01M 0.08%
14,216
+740
120
$1.01M 0.08%
+29,212
121
$935K 0.08%
23,093
-9,499
122
$935K 0.08%
+12,666
123
$933K 0.08%
+20,498
124
$927K 0.08%
+35,688
125
$922K 0.07%
+6,346
3 4
5
6 7