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
276
– –
-9,431
277
– –
-42,290
278
– –
-2,750
279
– –
-10,417
280
– –
-49,341
281
– –
-47,188
282
– –
-20,157
283
– –
-141,712
284
– –
-1,512
285
– –
-80
286
– –
-40,737
287
– –
-14,834
288
– –
-27,047
289
– –
-5,067
290
– –
-66,095
291
– –
-120,161
292
– –
-17,850
293
– –
-243,636
294
– –
-15,463
295
– –
-15,659
296
– –
-134,228
297
– –
-17,794
298
– –
-16,688
299
– –
-999,116
300
– –
-4,606,632
10 11
12
13 14