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
376
– –
-11,632
377
– –
-5,945
378
– –
-50,960
379
– –
-4,889
380
– –
-10,241
381
– –
-9,397
382
– –
-10,258
383
– –
-7,603
384
– –
-14,898
385
– –
-3,819
386
– –
-68,016
387
– –
-19,395
388
– –
-5,692
389
– –
-9,629
390
– –
-7,841
391
– –
-19,324
392
– –
-29,442
393
– –
-27,728
394
– –
-75,000
395
– –
-801
396
– –
-734
397
– –
-4,448
398
– –
-10,921
399
– –
-12,683
400
– –
-2,147
14 15
16
17 18