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
151
$479K 0.08%
+3,952
152
$478K 0.08%
+55,479
153
$476K 0.08%
+7,255
154
$475K 0.08%
11,878
-46,355
155
$463K 0.08%
+2,029
156
$446K 0.07%
13,046
-12,362
157
$444K 0.07%
+19,563
158
$434K 0.07%
+5,826
159
$434K 0.07%
+2,612
160
$434K 0.07%
+28,402
161
$431K 0.07%
+93,636
162
$426K 0.07%
+2,489
163
$426K 0.07%
+8,550
164
$424K 0.07%
+22,307
165
$420K 0.07%
+23,170
166
$417K 0.07%
+10,781
167
$416K 0.07%
+3,596
168
$410K 0.07%
7,888
-11,838
169
$384K 0.06%
+22,942
170
$378K 0.06%
+8,602
171
$373K 0.06%
+18,884
172
$361K 0.06%
+2,073
173
$342K 0.06%
693
-3,045
174
$339K 0.06%
+3,309
175
$337K 0.06%
+2,790
5 6
7
8 9