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
101
$914K 0.32%
16,198
+986
102
$913K 0.32%
+4,216
103
$911K 0.32%
+3,410
104
$900K 0.32%
16,751
105
$894K 0.31%
104,282
+47,508
106
$880K 0.31%
+35,766
107
$878K 0.31%
+4,420
108
$857K 0.3%
33,620
+13,742
109
$851K 0.3%
11,109
+7,132
110
$835K 0.29%
+14,922
111
$830K 0.29%
67,279
-7,243
112
$822K 0.29%
246,211
-7,339
113
$821K 0.29%
+25,885
114
$819K 0.29%
+7,076
115
$816K 0.29%
+121,722
116
$809K 0.28%
+26,338
117
$809K 0.28%
28,700
+7,640
118
$805K 0.28%
+3,735
119
$780K 0.27%
42,809
-58,101
120
$769K 0.27%
+6,375
121
$763K 0.27%
+31,031
122
$734K 0.26%
+6,130
123
$734K 0.26%
+11,814
124
$716K 0.25%
+46,781
125
$713K 0.25%
63,868
+52,627
3 4
5
6 7