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
151
$460K 0.06%
49,301
-188,469
152
$458K 0.06%
+4,934
153
$457K 0.06%
+895
154
$456K 0.06%
+23,899
155
$451K 0.06%
17,153
-44,335
156
$446K 0.06%
33,794
-1,660
157
$445K 0.06%
14,177
-3,635
158
$441K 0.06%
5,667
-39,164
159
$430K 0.05%
+8,878
160
$429K 0.05%
+9,978
161
$425K 0.05%
3,723
+615
162
$413K 0.05%
15,911
-45,090
163
$410K 0.05%
+9,691
164
$408K 0.05%
+20,452
165
$404K 0.05%
+13,819
166
$402K 0.05%
+16,962
167
$401K 0.05%
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168
$392K 0.05%
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169
$389K 0.05%
+17,878
170
$387K 0.05%
12,822
+53
171
$373K 0.05%
+4,400
172
$371K 0.05%
37
+21
173
$358K 0.05%
24,522
-14,471
174
$357K 0.04%
+3,043
175
$355K 0.04%
+26,140
5 6
7
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