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

Top Buys

1
+$30.9M
2
+$15.3M
3
+$14.9M
4
IBB icon
iShares Biotechnology ETF
IBB
+$8.96M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$8.56M

Top Sells

1
+$28.8M
2
+$17.5M
3
+$16.1M
4
IRWD icon
Ironwood Pharmaceuticals
IRWD
+$14.9M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$14M

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
– –
-243,636
327
– –
-15,463
328
– –
-15,659
329
– –
-134,228
330
– –
-17,794
331
– –
-16,688
332
– –
-999,116
333
– –
-78,795
334
– –
-4,606,632
335
– –
-24,027
336
– –
-6,572
337
– –
-5,549
338
– –
-14,829
339
– –
-13,316
340
– –
-3,574
341
– –
-24,990
342
– –
-3,034
343
– –
-12,700
344
– –
-411,543
345
– –
-3,455
346
– –
-4,747
347
– –
-3,644
348
– –
-105,443
349
– –
-15,272
350
– –
-20,069
12 13
14
15 16