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
126
$710K 0.25%
+8,935
127
$699K 0.25%
5,441
-4,157
128
$685K 0.24%
5,504
+3,712
129
$683K 0.24%
+9,956
130
$667K 0.23%
+11,232
131
$655K 0.23%
70,213
+5,002
132
$641K 0.23%
+45,492
133
$637K 0.22%
+104,069
134
$633K 0.22%
3,892
-2,941
135
$629K 0.22%
+21,170
136
$605K 0.21%
2,811
+1,807
137
$604K 0.21%
+27,853
138
$595K 0.21%
40,228
+16,881
139
$564K 0.2%
+9,041
140
$553K 0.19%
42,312
-159,862
141
$553K 0.19%
+30,829
142
$551K 0.19%
36,962
-42,799
143
$549K 0.19%
+32,985
144
$547K 0.19%
+8,900
145
$546K 0.19%
+2,002
146
$543K 0.19%
+3,780
147
$537K 0.19%
152,120
+96,293
148
$526K 0.19%
12,686
-2,024
149
$514K 0.18%
5,342
+362
150
$505K 0.18%
+87,164
4 5
6
7 8