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
1
$48.6M 8.95%
220,004
+141,744
2
$32.7M 6.02%
279,920
+44,027
3
$18.8M 3.46%
47,396
+5,812
4
$18.6M 3.42%
120,180
+39,780
5
$16.5M 3.03%
484,149
-897,388
6
$15.9M 2.93%
+249,985
7
$15.4M 2.83%
202,214
+10,944
8
$14M 2.57%
43,755
-6,588
9
$13M 2.4%
445,978
-122,728
10
$12.3M 2.27%
180,444
-245,282
11
$11.3M 2.08%
+49,221
12
$10.8M 1.99%
163,133
-224,331
13
$9.26M 1.71%
+58,315
14
$9.2M 1.69%
46,424
-9,416
15
$8.84M 1.63%
244,298
-139,333
16
$8.5M 1.56%
+154,386
17
$8.49M 1.56%
+56,413
18
$7.79M 1.43%
142,858
-41,100
19
$6.48M 1.19%
+28,596
20
$6.42M 1.18%
70,192
+57,872
21
$6.24M 1.15%
33,831
-21,798
22
$6.2M 1.14%
+10
23
$6.11M 1.13%
+20,756
24
$5.49M 1.01%
144,341
+52,822
25
$5.22M 0.96%
+329,731
1
2 3 4 5