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
376
– –
-5,588
377
– –
-24,714
378
– –
-5,717
379
– –
-15,753
380
– –
-104,694
381
– –
-2,350
382
– –
-741
383
– –
-16,593
384
– –
-16,217
385
– –
-10,655
386
– –
-938
387
– –
-21,250
388
– –
-65,886
389
– –
-11,925
390
– –
-27,911
391
– –
-5,117
392
– –
-11,388
393
– –
-16,584
394
– –
-11,807
395
– –
-262,245
396
– –
-11,182
397
– –
-7,096
398
– –
-13,888
399
– –
-166
400
– –
-79,559
12 13 14 15
16