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
51
$2.33M 0.39%
73,678
-79,857
52
$2.31M 0.39%
34,938
-37,063
53
$2.27M 0.38%
+115,323
54
$2.23M 0.37%
+12,198
55
$2.21M 0.37%
669,286
-109,288
56
$2.19M 0.37%
378,159
-105,422
57
$2.14M 0.36%
237,770
-253,667
58
$2.09M 0.35%
+32,707
59
$2.08M 0.35%
70,404
+1,834
60
$2.05M 0.34%
+50,901
61
$1.98M 0.33%
24,880
+13,889
62
$1.94M 0.32%
48,294
+42,856
63
$1.88M 0.32%
47,549
-94,527
64
$1.88M 0.32%
138,659
+59,896
65
$1.82M 0.3%
7,621
-2,455
66
$1.81M 0.3%
+50,607
67
$1.81M 0.3%
46,410
-46,816
68
$1.78M 0.3%
55,863
-101,589
69
$1.74M 0.29%
56,478
+13,364
70
$1.72M 0.29%
36,550
-986
71
$1.72M 0.29%
27,885
-22,096
72
$1.7M 0.28%
+40,887
73
$1.66M 0.28%
21,845
-14,235
74
$1.63M 0.27%
20,311
+213
75
$1.6M 0.27%
134,226
-508,658
1 2
3
4 5