AI

Atom Investors Portfolio holdings

AUM $1.26B
1-Year Est. Return 13.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$284M
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$5.08M
3
+$4.85M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.59M
5
VTR icon
Ventas
VTR
+$3.24M

Top Sells

1
+$7.66M
2
+$3.66M
3
+$2.69M
4
IBB icon
iShares Biotechnology ETF
IBB
+$2.6M
5
ADTN icon
Adtran
ADTN
+$2.58M

Sector Composition

1 Technology 13.54%
2 Financials 12.36%
3 Consumer Discretionary 10.68%
4 Real Estate 9.52%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-4,401
277
– –
-736
278
– –
-8,009
279
– –
-87
280
– –
-907
281
– –
-81,377
282
– –
-12,656
283
– –
-3,186
284
– –
-21,259
285
– –
-13,888
286
– –
-14,697
287
– –
-40,803
288
– –
-1,202
289
– –
-30,911
290
– –
-278,246
291
– –
-13,183
292
– –
-20,947
293
– –
-11,669
294
– –
-21,882
295
– –
-4,776
296
– –
-502
297
– –
-24,148
298
– –
-5,266
299
– –
-11,230
300
– –
-27,512
10 11
12
13 14