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
$543M
AUM Growth
-$389M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$15.9M
3
+$11.3M
4
FUTU icon
Futu Holdings
FUTU
+$9.26M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$8.5M

Top Sells

1
+$30.6M
2
+$17.5M
3
+$16.8M
4
IRWD icon
Ironwood Pharmaceuticals
IRWD
+$14.9M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$14.9M

Sector Composition

1 Consumer Discretionary 13.47%
2 Healthcare 10.16%
3 Communication Services 9.91%
4 Technology 9.47%
5 Financials 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-5,030
252
– –
-17,750
253
– –
-117,749
254
– –
-42,015
255
– –
-6,348
256
– –
-40,060
257
– –
0
258
– –
-18,680
259
– –
-10,055
260
– –
-13,090
261
– –
-13,949
262
– –
-6,362
263
– –
-396
264
– –
-5,637
265
– –
-612,085
266
– –
-10,013
267
– –
0
268
– –
-31,944
269
– –
-7,655
270
– –
-105,978
271
– –
-7,438
272
– –
0
273
– –
-11,455
274
– –
-88,500
275
– –
0
9 10
11
12 13