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
126
$752K 0.09%
+61,500
127
$726K 0.09%
+10,171
128
$688K 0.09%
21,452
+8,609
129
$683K 0.09%
+15,398
130
$663K 0.08%
+4,593
131
$661K 0.08%
98,288
+60,719
132
$656K 0.08%
15,725
-30,685
133
$648K 0.08%
+68,960
134
$647K 0.08%
+5,316
135
$630K 0.08%
1,182
+135
136
$617K 0.08%
3,969
+555
137
$616K 0.08%
3,995
-4,967
138
$607K 0.08%
10,017
+4,118
139
$606K 0.08%
9,328
+4,056
140
$604K 0.08%
+10,775
141
$592K 0.07%
+65,232
142
$575K 0.07%
7,471
-14,374
143
$569K 0.07%
+8,350
144
$560K 0.07%
+4,133
145
$543K 0.07%
+32,407
146
$541K 0.07%
119,717
+59,275
147
$535K 0.07%
1,952
-7,701
148
$491K 0.06%
31,785
-175,585
149
$489K 0.06%
20,913
+6,881
150
$478K 0.06%
+26,028
4 5
6
7 8