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
51
$1.51M 0.53%
+25,317
52
$1.5M 0.53%
+27,754
53
$1.49M 0.52%
+29,809
54
$1.49M 0.52%
42,768
55
$1.46M 0.51%
+13,474
56
$1.39M 0.49%
5,915
+3,022
57
$1.39M 0.49%
14,718
-9,414
58
$1.39M 0.49%
+17,212
59
$1.34M 0.47%
25,326
-1,647
60
$1.34M 0.47%
6,687
-228
61
$1.31M 0.46%
+96,087
62
$1.31M 0.46%
16,358
-18,835
63
$1.28M 0.45%
82,488
+63,902
64
$1.27M 0.45%
17,321
65
$1.27M 0.45%
+82,042
66
$1.27M 0.45%
+8,203
67
$1.27M 0.45%
15,496
+5,326
68
$1.26M 0.44%
7,406
-8,167
69
$1.22M 0.43%
3
70
$1.22M 0.43%
18,595
-2,851
71
$1.2M 0.42%
+31,905
72
$1.15M 0.4%
40,889
-1,502
73
$1.12M 0.4%
+12,856
74
$1.11M 0.39%
+55,229
75
$1.1M 0.39%
+35,625
1 2
3
4 5