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
76
$1.57M 0.26%
20,855
-10,506
77
$1.55M 0.26%
5,956
-11,482
78
$1.55M 0.26%
43,838
+23,817
79
$1.55M 0.26%
46,300
+8,784
80
$1.54M 0.26%
+158,680
81
$1.53M 0.26%
57,828
-381,504
82
$1.52M 0.25%
+6,797
83
$1.51M 0.25%
61,001
-92,311
84
$1.51M 0.25%
15,926
-54,432
85
$1.5M 0.25%
20,398
-23,681
86
$1.5M 0.25%
4,586
-6,834
87
$1.39M 0.23%
30,934
-1,729
88
$1.37M 0.23%
61,488
-62,244
89
$1.35M 0.23%
7,896
-3,480
90
$1.34M 0.22%
8,962
+3,296
91
$1.3M 0.22%
69,388
-638,080
92
$1.26M 0.21%
+16,000
93
$1.25M 0.21%
16,142
+3,443
94
$1.25M 0.21%
3,910
95
$1.25M 0.21%
+32,960
96
$1.18M 0.2%
33,357
-31,083
97
$1.14M 0.19%
+19,938
98
$1.1M 0.18%
20,740
-8,540
99
$1.03M 0.17%
+5,258
100
$1.01M 0.17%
+20,396
2 3
4
5 6