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
426
– –
-9,510
427
– –
-129,044
428
– –
-3,819
429
– –
-68,016
430
– –
-19,395
431
– –
-5,692
432
– –
-9,629
433
– –
-7,841
434
– –
-19,324
435
– –
-29,442
436
– –
-27,728
437
– –
-75,000
438
– –
-801
439
– –
-734
440
– –
-4,448
441
– –
-10,921
442
– –
-12,683
443
– –
-2,147
444
– –
-6,407
445
– –
-930
446
– –
-3,277
447
– –
-36,743
448
– –
-14,604
449
– –
-1,775
450
– –
-16,260
15 16 17
18
19