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
126
$644K 0.11%
+2,686
127
$640K 0.11%
+76,639
128
$632K 0.11%
3,991
-2,219
129
$630K 0.11%
24,704
+1,611
130
$628K 0.11%
4,361
-13,953
131
$624K 0.1%
+40,497
132
$604K 0.1%
+135,491
133
$594K 0.1%
+45,858
134
$594K 0.1%
8,649
+3,116
135
$576K 0.1%
5,555
+2,490
136
$568K 0.1%
+15,533
137
$565K 0.09%
+6,155
138
$562K 0.09%
+2,601
139
$552K 0.09%
+20,107
140
$547K 0.09%
+26,136
141
$543K 0.09%
20,609
-10,058
142
$543K 0.09%
12,744
+450
143
$535K 0.09%
+11,315
144
$526K 0.09%
+61,360
145
$523K 0.09%
11,026
-9,472
146
$517K 0.09%
+14,463
147
$515K 0.09%
+3,184
148
$504K 0.08%
19,677
-48,217
149
$500K 0.08%
10,796
+1,658
150
$496K 0.08%
+15,297
4 5
6
7 8