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
1
$38.1M 4.79%
232,862
+176,449
2
$35.6M 4.48%
+262,833
3
$26.8M 3.37%
212,921
-66,999
4
$21.6M 2.72%
50,568
+3,172
5
$12.6M 1.58%
334,850
-111,128
6
$12M 1.51%
183,726
+20,593
7
$12M 1.51%
119,637
-82,577
8
$9.33M 1.17%
53,089
+19,258
9
$8.62M 1.08%
206,089
-38,209
10
$7.78M 0.98%
7,625
+5,306
11
$7.06M 0.89%
192,437
-291,712
12
$6.64M 0.84%
38,620
-81,560
13
$6.57M 0.83%
27,183
-19,241
14
$6.51M 0.82%
+170,251
15
$6.29M 0.79%
+314,200
16
$5.91M 0.74%
84,417
-96,027
17
$5.53M 0.7%
28,369
-20,852
18
$4.91M 0.62%
+34,147
19
$4.59M 0.58%
62,574
-7,618
20
$4.57M 0.58%
11,980
+5,059
21
$4.44M 0.56%
+123,259
22
$4.35M 0.55%
+129,003
23
$4.13M 0.52%
+152,848
24
$3.98M 0.5%
17,526
-11,070
25
$3.51M 0.44%
+242,482
1
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