AI

Atom Investors Portfolio holdings

AUM $813M
This Quarter Return
-4.47%
1 Year Return
+3.65%
3 Year Return
+25.78%
5 Year Return
+162.62%
10 Year Return
–
AUM
$813M
AUM Growth
+$7.87M
Cap. Flow
+$43.5M
Cap. Flow %
5.36%
Top 10 Hldgs %
17.78%
Holding
669
New
188
Increased
132
Reduced
152
Closed
181

Top Buys

1
$15.6M
2
$14.5M
3
$11.4M
4
$10.1M
5
$7.44M

Top Sells

1
$32.9M
2
$7.03M
3
$6.49M
4
$6.44M
5
$6.28M

Sector Composition

1Industrials13.31%
2Financials12.47%
3Consumer Discretionary12.24%
4Technology10.9%
5Healthcare9.97%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.09M0.13% 56,898
-25,495
-31%
-$490K
$1.08M0.13% 1,469,050
+648,956
+79%
+$477K
$1.08M0.13% 2,165––
$1.05M0.13%
+3,926
 New
+$1.05M
$1.02M0.13%
+12,436
 New
+$1.02M
$1.02M0.13%
+14,301
 New
+$1.02M
$1.01M0.12% 9,703––
$1M0.12% 16,678
+1,921
+13%
+$115K
$996K0.12% 11,385
-1,487
-12%
-$130K
$986K0.12%
+15,235
 New
+$986K
$981K0.12% 5,860––
$970K0.12% 4,587
-9,588
-68%
-$2.03M
$967K0.12% 14,279
-28,180
-66%
-$1.91M
$964K0.12%
+18,406
 New
+$964K
$945K0.12%
+7,760
 New
+$945K
$934K0.12% 6,514
-4,023
-38%
-$577K
$933K0.11% 18,370
-304
-2%
-$15.4K
$907K0.11%
+9,474
 New
+$907K
$896K0.11% 12,666
-6,468
-34%
-$458K
$893K0.11% 49,179
+9,976
+25%
+$181K
$888K0.11%
+3,340
 New
+$888K
$884K0.11% 2,830
+1,340
+90%
+$419K
$866K0.11% 9,859
+39
+0.4%
+$3.42K
$854K0.1%
+5,779
 New
+$854K
$843K0.1%
+3,700
 New
+$843K
1 789101127