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
201
$213K 0.03%
+19,036
202
$208K 0.03%
+6,541
203
$207K 0.03%
+3,722
204
$204K 0.03%
+10,652
205
$203K 0.03%
1,538
-499
206
$194K 0.02%
+563
207
$174K 0.02%
+26,783
208
$165K 0.02%
+15,974
209
$149K 0.02%
+21,809
210
$135K 0.02%
+5,333
211
$134K 0.02%
12,623
-45,902
212
$133K 0.02%
+30
213
$120K 0.02%
+14,127
214
$106K 0.01%
+13,037
215
$105K 0.01%
+11,477
216
$96K 0.01%
+12,830
217
$90K 0.01%
505
+89
218
$84K 0.01%
+16,013
219
$81K 0.01%
+10,320
220
$66K 0.01%
+106
221
$54K 0.01%
+151
222
$49K 0.01%
1,250
-131
223
– –
0
224
– –
-15,339
225
– –
-329,731
7 8
9
10 11