AI

Atom Investors Portfolio holdings

AUM $813M
This Quarter Return
-4.47%
1 Year Return
+3.65%
3 Year Return
+25.78%
5 Year Return
+162.62%
10 Year Return
–
AUM
$813M
AUM Growth
+$7.87M
Cap. Flow
+$43.5M
Cap. Flow %
5.36%
Top 10 Hldgs %
17.78%
Holding
669
New
188
Increased
132
Reduced
152
Closed
181

Top Buys

1
$15.6M
2
$14.5M
3
$11.4M
4
$10.1M
5
$7.44M

Top Sells

1
$32.9M
2
$7.03M
3
$6.49M
4
$6.44M
5
$6.28M

Sector Composition

1Industrials13.31%
2Financials12.47%
3Consumer Discretionary12.24%
4Technology10.9%
5Healthcare9.97%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.54M0.19% 11,681
-8,654
-43%
-$1.14M
$1.53M0.19%
+81,607
 New
+$1.53M
$1.52M0.19%
+10,140
 New
+$1.52M
$1.52M0.19% 28,336
+7,049
+33%
+$377K
$1.51M0.19% 29,903
+23,292
+352%
+$1.18M
$1.51M0.19%
+15,403
 New
+$1.51M
$1.44M0.18%
+94,483
 New
+$1.44M
$1.44M0.18% 29,642
+9,112
+44%
+$442K
$1.43M0.18% 23,893
-4,461
-16%
-$267K
$1.42M0.17% 50,630
-670
-1%
-$18.8K
$1.42M0.17% 45,531
+8,731
+24%
+$272K
$1.37M0.17% 73,674
-5,414
-7%
-$101K
$1.36M0.17% 11,489
+8,715
+314%
+$1.03M
$1.36M0.17%
+17,344
 New
+$1.36M
$1.35M0.17% 167,575
-149,969
-47%
-$1.21M
$1.35M0.17%
+55,791
 New
+$1.35M
$1.35M0.17% 14,652
-1,412
-9%
-$130K
$1.34M0.16%
+14,479
 New
+$1.34M
$1.34M0.16% 3,963
-1,312
-25%
-$443K
$1.33M0.16%
+11,837
 New
+$1.33M
$1.32M0.16% 138,898
-416
-0.3%
-$3.96K
$1.31M0.16%
+14,174
 New
+$1.31M
$1.3M0.16%
+8,432
 New
+$1.3M
$1.3M0.16% 15,562
-19,474
-56%
-$1.63M
$1.28M0.16% 70,258
+7,385
+12%
+$135K
1 5678927