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
$284M
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$9.9M
2
+$4.47M
3
+$4.36M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.18M
5
TMUS icon
T-Mobile US
TMUS
+$2.84M

Top Sells

1
+$7.21M
2
+$3.44M
3
+$2.46M
4
IBB icon
iShares Biotechnology ETF
IBB
+$2.45M
5
EHC icon
Encompass Health
EHC
+$2.37M

Sector Composition

1 Technology 13.54%
2 Financials 12.36%
3 Consumer Discretionary 10.68%
4 Real Estate 9.52%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 0.8%
+52,606
27
$2.24M 0.79%
43,153
+17,914
28
$2.2M 0.78%
22,226
+8,050
29
$2.19M 0.77%
+32,579
30
$2.03M 0.71%
257,251
-20,959
31
$2.02M 0.71%
+126,135
32
$1.87M 0.66%
+22,174
33
$1.83M 0.64%
+14,496
34
$1.83M 0.64%
+111,828
35
$1.82M 0.64%
77,914
+6,818
36
$1.8M 0.63%
+10,918
37
$1.8M 0.63%
+17,200
38
$1.79M 0.63%
+128,801
39
$1.77M 0.62%
90,453
-118,193
40
$1.76M 0.62%
+8,205
41
$1.74M 0.61%
+97,871
42
$1.7M 0.6%
+12,783
43
$1.68M 0.59%
38,663
+5,967
44
$1.68M 0.59%
+132,991
45
$1.65M 0.58%
62,473
+25,986
46
$1.63M 0.57%
+71,593
47
$1.61M 0.57%
+60,960
48
$1.56M 0.55%
+5,320
49
$1.54M 0.54%
18,946
50
$1.52M 0.53%
26,261
-6,763
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