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
401
– –
-1,775
402
– –
-16,260
403
– –
-61,768
404
– –
-52,602
405
– –
-17,389
406
– –
-4,399
407
– –
-15,380
408
– –
-4,908
409
– –
0
410
– –
-6,860
411
– –
-17,334
412
– –
-11,987
413
– –
-21,515
414
– –
-10,012
415
– –
-62,853
416
– –
-18,648
417
– –
-15,339
418
– –
-13,160
419
– –
-79,345
420
– –
-25,551
421
– –
-17,204
422
– –
-2,307
423
– –
0
424
– –
0
425
– –
-13,672
15 16
17
18 19