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
101
$903K 0.15%
9,501
+152
102
$900K 0.15%
11,793
-38,292
103
$866K 0.15%
+32,941
104
$848K 0.14%
23,119
-78
105
$848K 0.14%
+43,408
106
$845K 0.14%
+124,062
107
$834K 0.14%
66,458
+54,259
108
$824K 0.14%
+2,449
109
$818K 0.14%
32,661
-20,357
110
$792K 0.13%
+8,772
111
$781K 0.13%
13,039
+6,596
112
$734K 0.12%
+6,849
113
$727K 0.12%
8,998
-3,815
114
$709K 0.12%
+4,588
115
$708K 0.12%
+16,661
116
$703K 0.12%
16,623
-1,485
117
$700K 0.12%
+34,793
118
$699K 0.12%
+14,746
119
$685K 0.11%
+35,122
120
$676K 0.11%
20,098
-200
121
$676K 0.11%
+4,055
122
$670K 0.11%
+14,199
123
$667K 0.11%
+11,358
124
$666K 0.11%
20,371
-66,649
125
$665K 0.11%
+54,322
3 4
5
6 7