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
201
$236K 0.08%
29,791
-11,311
202
$234K 0.08%
+9,714
203
$231K 0.08%
+12,771
204
$227K 0.08%
1,741
-268
205
$219K 0.08%
+4,821
206
$217K 0.08%
67,074
+40,765
207
$216K 0.08%
+6,611
208
$214K 0.08%
56,494
-3,741
209
$210K 0.07%
61,288
+30,620
210
$208K 0.07%
34,370
-4,317
211
$207K 0.07%
+1,371
212
$205K 0.07%
3,330
-764
213
$204K 0.07%
16,332
+6,198
214
$203K 0.07%
+7,126
215
$201K 0.07%
+723
216
$201K 0.07%
+2,477
217
$201K 0.07%
+1,612
218
$194K 0.07%
11,938
-10,882
219
$193K 0.07%
29,360
+4,672
220
$176K 0.06%
+20,947
221
$174K 0.06%
+35,081
222
$170K 0.06%
+1,004
223
$170K 0.06%
30,783
-59,467
224
$168K 0.06%
+18,261
225
$159K 0.06%
+46,048
7 8
9
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