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
1
$12.4M 4.35%
155,749
-43,415
2
$11M 3.87%
94,079
-20,921
3
$10.5M 3.71%
45,258
+42,525
4
$7.93M 2.79%
65,500
-59,500
5
$6.02M 2.12%
106,738
+48,153
6
$5.96M 2.1%
22,315
+11,889
7
$5.42M 1.91%
15,179
+12,210
8
$5.02M 1.77%
53,217
+47,436
9
$4.74M 1.67%
80,528
+13,003
10
$4.48M 1.58%
455,672
11
$4.41M 1.55%
32,868
+21,174
12
$4.27M 1.5%
17,640
+3,026
13
$4.17M 1.47%
137,959
+23,631
14
$3.55M 1.25%
39,560
+15,996
15
$3.19M 1.12%
9,167
+1,511
16
$2.91M 1.02%
16,383
-2,206
17
$2.9M 1.02%
25,643
+18,219
18
$2.78M 0.98%
23,062
+5,672
19
$2.69M 0.95%
+178,712
20
$2.65M 0.93%
+65,844
21
$2.48M 0.87%
+14,871
22
$2.46M 0.87%
86,087
+16,456
23
$2.45M 0.86%
47,942
+6,474
24
$2.33M 0.82%
39,932
+36,139
25
$2.29M 0.81%
81,715
+19,732
1
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