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
326
– –
-10,586
327
– –
-15,756
328
– –
-1,219
329
– –
-3,066
330
– –
-3,535
331
– –
-9,247
332
– –
-6,364
333
– –
-39,527
334
– –
-6,995
335
– –
-2,624
336
– –
0
337
– –
-4,910
338
– –
-78,795
339
– –
-3,574
340
– –
-24,990
341
– –
-3,034
342
– –
-12,700
343
– –
-2,766
344
– –
-2,465
345
– –
-12,900
346
– –
0
347
– –
-10,258
348
– –
-88,118
349
– –
-10,928
350
– –
-20,257
12 13
14
15 16