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
176
$345K 0.04%
4,151
+600
177
$341K 0.04%
+11,264
178
$327K 0.04%
+3,369
179
$325K 0.04%
22,992
+6,618
180
$322K 0.04%
+61
181
$317K 0.04%
+8,128
182
$309K 0.04%
+5,049
183
$307K 0.04%
+3,536
184
$306K 0.04%
4,587
+2,463
185
$305K 0.04%
+14,117
186
$304K 0.04%
+1,045
187
$297K 0.04%
+43,446
188
$295K 0.04%
+68,979
189
$291K 0.04%
+16,101
190
$278K 0.04%
+3,678
191
$277K 0.03%
37,374
-48,927
192
$264K 0.03%
+7,794
193
$264K 0.03%
7,792
-15,542
194
$261K 0.03%
2,659
-30,619
195
$259K 0.03%
+6,296
196
$253K 0.03%
+31,460
197
$243K 0.03%
+5,803
198
$230K 0.03%
+6,716
199
$217K 0.03%
20,455
+1,232
200
$215K 0.03%
+590
6 7
8
9 10