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
151
$495K 0.17%
5,160
-1,072
152
$488K 0.17%
63,169
+52,376
153
$479K 0.17%
18,753
-18,263
154
$474K 0.17%
+22,697
155
$473K 0.17%
7,224
+3,020
156
$471K 0.17%
+4,187
157
$469K 0.17%
+5,070
158
$467K 0.16%
+70,639
159
$457K 0.16%
7,099
-8,981
160
$448K 0.16%
17,335
+844
161
$437K 0.15%
+26,120
162
$419K 0.15%
+736
163
$418K 0.15%
130,541
+51,819
164
$415K 0.15%
+16,099
165
$405K 0.14%
+5,688
166
$401K 0.14%
67,586
+34,521
167
$400K 0.14%
6,422
-417
168
$399K 0.14%
+823
169
$394K 0.14%
8,195
-1,830
170
$392K 0.14%
+80,907
171
$384K 0.14%
+12,843
172
$381K 0.13%
13,552
-8,783
173
$370K 0.13%
63,512
-68,978
174
$366K 0.13%
+2,026
175
$361K 0.13%
+6,416
5 6
7
8 9