AI

Atom Investors Portfolio holdings

AUM $1.32B
1-Year Est. Return 8.66%
This Quarter Est. Return
1 Year Est. Return
+8.66%
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
– –
-73,825
402
– –
-134,228
403
– –
-17,794
404
– –
-16,688
405
– –
-999,116
406
– –
-3,034
407
– –
-12,700
408
– –
-2,766
409
– –
-2,465
410
– –
-12,900
411
– –
0
412
– –
-88,118
413
– –
-10,928
414
– –
-20,257
415
– –
-14,312
416
– –
-84,787
417
– –
-2,334
418
– –
0
419
– –
-127,246
420
– –
-110,083
421
– –
-7,811
422
– –
-10,234
423
– –
-9,510
424
– –
-129,044
425
– –
-16,658
15 16
17
18 19