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
1
$38.2M 6.41%
250,509
+27,780
2
$34.8M 5.84%
311,169
-4,685
3
$22.3M 3.74%
158,354
-73,836
4
$17.9M 3%
252,328
+107,059
5
$5.1M 0.86%
157,330
-30,413
6
$4.81M 0.81%
20,796
-3,141
7
$4.47M 0.75%
12,428
+10,264
8
$4.08M 0.68%
+35,144
9
$4.01M 0.67%
+24,819
10
$3.87M 0.65%
33,654
+6,010
11
$3.86M 0.65%
63,168
+42,948
12
$3.85M 0.65%
366,572
+42,082
13
$3.75M 0.63%
93,015
+7,496
14
$3.61M 0.61%
23,308
-18,019
15
$3.51M 0.59%
84,841
+29,140
16
$3.3M 0.55%
78,799
-140,970
17
$3.21M 0.54%
126,584
-146,026
18
$3.08M 0.52%
18,460
-100
19
$3.01M 0.51%
+45,260
20
$2.95M 0.49%
+8,999
21
$2.9M 0.49%
46,412
+29,100
22
$2.71M 0.46%
59,144
+25,016
23
$2.64M 0.44%
12,644
+11,683
24
$2.63M 0.44%
8,275
-3,606
25
$2.58M 0.43%
+11,495
1
2 3 4 5