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
$363M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$4.24M
3
+$4.08M
4
XYZ
Block Inc
XYZ
+$4.01M
5
MA icon
Mastercard
MA
+$3.69M

Top Sells

1
+$33.1M
2
+$10.4M
3
+$9.52M
4
DKS icon
Dick's Sporting Goods
DKS
+$7.88M
5
DOCN icon
DigitalOcean
DOCN
+$6.36M

Sector Composition

1 Consumer Discretionary 12.38%
2 Technology 11.11%
3 Financials 10.89%
4 Healthcare 8.36%
5 Industrials 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$266K 0.04%
+15,141
202
$264K 0.04%
28,199
-69
203
$259K 0.04%
+12,200
204
$259K 0.04%
+3,595
205
$246K 0.04%
+16,323
206
$246K 0.04%
+2,421
207
$243K 0.04%
+7,292
208
$243K 0.04%
+24,841
209
$241K 0.04%
+987
210
$239K 0.04%
759
-1,007
211
$235K 0.04%
3,239
-16,651
212
$235K 0.04%
+2,518
213
$233K 0.04%
+6,446
214
$222K 0.04%
1,620
-598
215
$221K 0.04%
7,439
-11,435
216
$214K 0.04%
+13,052
217
$207K 0.03%
+13,256
218
$206K 0.03%
5,576
-49,299
219
$205K 0.03%
+2,804
220
$203K 0.03%
3,016
-15,652
221
$202K 0.03%
+1,220
222
$193K 0.03%
+12,834
223
$180K 0.03%
+25,999
224
$170K 0.03%
+24,933
225
$170K 0.03%
+20,115
7 8
9
10 11