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
$1.18B
AUM Growth
-$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$22.9M
3
+$16.4M
4
REAL icon
The RealReal
REAL
+$15.3M
5
ROP icon
Roper Technologies
ROP
+$12.5M

Top Sells

1
+$33.5M
2
+$31.2M
3
+$26.7M
4
MSFT icon
Microsoft
MSFT
+$24M
5
CRM icon
Salesforce
CRM
+$22.9M

Sector Composition

1 Healthcare 19.13%
2 Communication Services 15.01%
3 Technology 13.2%
4 Financials 12.52%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$531K 0.04%
+1,880
177
$527K 0.04%
+35,030
178
$508K 0.04%
6,638
+671
179
$497K 0.04%
3,421
-19,530
180
$471K 0.04%
+7,902
181
$397K 0.03%
+37,401
182
$386K 0.03%
+2,790
183
$383K 0.03%
+14,700
184
$382K 0.03%
+9,104
185
$370K 0.03%
5,045
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186
$351K 0.03%
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-39
187
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+12,933
188
$334K 0.03%
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189
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11,461
+3,261
190
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4,476
-20,012
191
$328K 0.03%
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192
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193
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194
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195
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196
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197
$295K 0.02%
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198
$295K 0.02%
1,554
+443
199
$294K 0.02%
+17,063
200
$290K 0.02%
43,230
+30,218
6 7
8
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