We are live on ! Find out more
AI

Atom Investors Portfolio holdings

AUM $1.4B
1-Year Est. Return 23.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.77%
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 13.51%
2 Financials 12.36%
3 Consumer Discretionary 10.72%
4 Real Estate 9.52%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-11,181
352
– –
-4,022
353
– –
-19,230
354
– –
-4,900
355
– –
-46,681
356
– –
-44,442
357
– –
-22,089
358
– –
-15,507
359
– –
-10,106
360
– –
-3,667
361
– –
-15,306
362
– –
-3,205
363
– –
-2,289
364
– –
-20,760
365
– –
-9,416
366
– –
-1,642
367
– –
-5,447
368
– –
-23,528
369
– –
-30,917
370
– –
-58,604
371
– –
-10,699
372
– –
-67,845
373
– –
-8,975
374
– –
-13,485
375
– –
-27,541
12 13 14
15
16