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
76
$1.1M 0.39%
+33,494
77
$1.09M 0.39%
4,888
+219
78
$1.09M 0.38%
+25,292
79
$1.08M 0.38%
+12,080
80
$1.07M 0.38%
+15,604
81
$1.07M 0.38%
+52,490
82
$1.04M 0.37%
8,488
+1,944
83
$1.04M 0.36%
80,871
-16,009
84
$1.03M 0.36%
+15,413
85
$1.02M 0.36%
+22,679
86
$1.01M 0.35%
+107,002
87
$1.01M 0.35%
76,429
-36,278
88
$1M 0.35%
20,000
89
$981K 0.35%
+13,243
90
$978K 0.34%
21,021
-10,404
91
$974K 0.34%
6,173
-351
92
$973K 0.34%
47,961
+5,582
93
$964K 0.34%
9,486
+6,642
94
$961K 0.34%
48,925
-9,676
95
$952K 0.33%
44,208
+27,214
96
$950K 0.33%
+4,119
97
$944K 0.33%
75,323
+50,535
98
$943K 0.33%
25,000
+10,000
99
$934K 0.33%
256,596
-155,502
100
$921K 0.32%
7,750
+3,370
2 3
4
5 6