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Atomvest Portfolio holdings

AUM $68.5M
1-Year Est. Return 4.6%
This Quarter Est. Return
1 Year Est. Return
-4.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$70.5M
AUM Growth
+$8.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$5.26M

Top Sells

No sells this quarter

Sector Composition

1 Technology 72.86%
2 Communication Services 27.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$24.9M 35.25%
27,800
2
$19.1M 27.14%
1,831,516
3
$14.4M 20.46%
191,978
4
$12.1M 17.15%
44,200
+19,200