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
$513M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.85M
3
+$7.35M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.67M
5
DOCN icon
DigitalOcean
DOCN
+$6.36M

Top Sells

1
+$7.78M
2
+$6.29M
3
+$5.12M
4
ELV icon
Elevance Health
ELV
+$4.57M
5
MODG icon
Topgolf Callaway Brands
MODG
+$4.35M

Sector Composition

1 Consumer Discretionary 12.27%
2 Technology 11.26%
3 Communication Services 9.61%
4 Financials 8.88%
5 Healthcare 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$677K 0.05%
+16,245
152
$664K 0.05%
+8,058
153
$655K 0.05%
+33,276
154
$641K 0.05%
+4,888
155
$638K 0.05%
+20,298
156
$635K 0.05%
+3,065
157
$633K 0.05%
48,958
-38,691
158
$629K 0.05%
+19,098
159
$626K 0.05%
23,281
+16,740
160
$622K 0.05%
87,864
+50,490
161
$621K 0.05%
19,343
-10,960
162
$618K 0.05%
+59,351
163
$606K 0.05%
23,883
+12,619
164
$606K 0.05%
10,176
+1,826
165
$593K 0.05%
+31,995
166
$586K 0.05%
+3,032
167
$572K 0.05%
+32,881
168
$560K 0.05%
+29,879
169
$557K 0.05%
+6,215
170
$548K 0.04%
+4,420
171
$544K 0.04%
+6,017
172
$542K 0.04%
3,910
173
$532K 0.04%
+12,714
174
$527K 0.04%
+11,897
175
$522K 0.04%
+12,294
5 6
7
8 9