AI

Atom Investors Portfolio holdings

AUM $1.26B
1-Year Est. Return 13.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
-$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$21.6M
3
+$18M
4
REAL icon
The RealReal
REAL
+$15.6M
5
ROP icon
Roper Technologies
ROP
+$12.1M

Top Sells

1
+$33.5M
2
+$31.2M
3
+$27.1M
4
CRM icon
Salesforce
CRM
+$22.9M
5
MSFT icon
Microsoft
MSFT
+$22.4M

Sector Composition

1 Healthcare 19.13%
2 Communication Services 15.01%
3 Technology 13.2%
4 Financials 12.52%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.3M 3.49%
219,844
+22,244
2
$39.6M 3.34%
942,936
+278,789
3
$35.5M 3%
118,895
+16,987
4
$32.6M 2.76%
725,646
+140,711
5
$29.1M 2.46%
67,837
-7,618
6
$27.3M 2.31%
133,173
+111,356
7
$26.1M 2.21%
282,780
-15,380
8
$25M 2.11%
+150,669
9
$23.1M 1.95%
154,385
+23,456
10
$20.2M 1.71%
317,144
+143,826
11
$19M 1.61%
131,513
+72,164
12
$17.3M 1.47%
340,245
+28,980
13
$17.1M 1.44%
101,089
+46,136
14
$16.8M 1.42%
79,122
-25,818
15
$16.6M 1.4%
257,886
+66,612
16
$16.4M 1.39%
+424,408
17
$16.3M 1.38%
266,586
+46,155
18
$15.9M 1.35%
826,809
+223,584
19
$15.9M 1.35%
338,812
-54,132
20
$15.5M 1.31%
1,280,797
+14,185
21
$15.3M 1.29%
+813,009
22
$14.9M 1.26%
94,394
-152,289
23
$13.7M 1.16%
745,400
+209,758
24
$13.5M 1.14%
153,706
-19,187
25
$13.5M 1.14%
410,736
-10,087
1
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