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
301
– –
-24,027
302
– –
-6,572
303
– –
-5,549
304
– –
-14,829
305
– –
-13,316
306
– –
-3,644
307
– –
-105,443
308
– –
-15,272
309
– –
-96,590
310
– –
-59,342
311
– –
-16,407
312
– –
-12,468
313
– –
-1,104,770
314
– –
-54,949
315
– –
-240,949
316
– –
-165,751
317
– –
-17,162
318
– –
-34,113
319
– –
-65,585
320
– –
-7,711
321
– –
-36,743
322
– –
-14,604
323
– –
-8,651
324
– –
-131,219
325
– –
-4,396
11 12
13
14 15