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
$513M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.85M
3
+$7.35M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.67M
5
DOCN icon
DigitalOcean
DOCN
+$6.36M

Top Sells

1
+$7.78M
2
+$6.29M
3
+$5.12M
4
ELV icon
Elevance Health
ELV
+$4.57M
5
MODG icon
Topgolf Callaway Brands
MODG
+$4.35M

Sector Composition

1 Consumer Discretionary 12.27%
2 Technology 11.26%
3 Communication Services 9.61%
4 Financials 8.88%
5 Healthcare 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$391K 0.03%
+2,147
202
$387K 0.03%
5,533
-6,679
203
$380K 0.03%
1,747
+702
204
$378K 0.03%
+18,495
205
$376K 0.03%
+3,065
206
$357K 0.03%
+22,900
207
$356K 0.03%
+6,101
208
$354K 0.03%
+1,303
209
$353K 0.03%
+20,096
210
$351K 0.03%
16,198
-4,715
211
$349K 0.03%
+9,138
212
$339K 0.03%
2,270
-4,234
213
$337K 0.03%
+19,190
214
$334K 0.03%
+14,182
215
$331K 0.03%
3,038
-1,896
216
$328K 0.03%
966
-2,335
217
$325K 0.03%
+8,291
218
$323K 0.03%
+5,299
219
$319K 0.03%
+5,727
220
$314K 0.03%
+6,547
221
$309K 0.03%
+14,267
222
$298K 0.02%
+457
223
$294K 0.02%
3,006
-12,656
224
$286K 0.02%
+9,178
225
$286K 0.02%
+8,844
7 8
9
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