AI

Atom Investors Portfolio holdings

AUM $1.26B
1-Year Est. Return 13.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.46%
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
+$30.9M
2
+$15.3M
3
+$14.9M
4
IBB icon
iShares Biotechnology ETF
IBB
+$8.96M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$8.56M

Top Sells

1
+$28.8M
2
+$17.5M
3
+$16.1M
4
IRWD icon
Ironwood Pharmaceuticals
IRWD
+$14.9M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$14M

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
101
$996K 0.18%
4,705
-48,556
102
$974K 0.18%
5,924
-31,531
103
$964K 0.18%
24,386
-148
104
$953K 0.18%
21,290
-1,835
105
$946K 0.17%
13,439
-17,958
106
$942K 0.17%
+18,117
107
$924K 0.17%
20,568
-193,213
108
$898K 0.17%
+2,541
109
$883K 0.16%
+5,651
110
$877K 0.16%
+6,998
111
$855K 0.16%
+17,812
112
$847K 0.16%
14,055
-8,823
113
$827K 0.15%
+30,556
114
$823K 0.15%
15,748
-154,239
115
$813K 0.15%
12,913
-24,156
116
$791K 0.15%
30,542
-69,277
117
$788K 0.15%
+27,122
118
$782K 0.14%
46,991
-23,987
119
$768K 0.14%
+18,903
120
$766K 0.14%
+3,522
121
$747K 0.14%
+12,586
122
$747K 0.14%
23,334
-31,519
123
$732K 0.13%
5,672
-15,531
124
$729K 0.13%
19,135
+3,064
125
$720K 0.13%
1,773
-568
3 4
5
6 7