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
$229M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$3.36M
3
+$2.88M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$2.85M
5
TYL icon
Tyler Technologies
TYL
+$2.54M

Top Sells

1
+$7.44M
2
+$4.42M
3
+$4.07M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.95M
5
EIG icon
Employers Holdings
EIG
+$2.88M

Sector Composition

1 Technology 14.29%
2 Financials 11.71%
3 Healthcare 11.02%
4 Industrials 6.68%
5 Real Estate 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$74K 0.03%
33,798
227
$74K 0.03%
10,793
-49,310
228
$73K 0.03%
10,085
-20,417
229
$70K 0.03%
+3,169
230
$69K 0.03%
+11,428
231
$69K 0.03%
+13,790
232
$66K 0.03%
14,697
-70,316
233
$54K 0.02%
+950
234
$51K 0.02%
+16,415
235
$43K 0.02%
+10,370
236
$37K 0.02%
+12,017
237
$35K 0.02%
11,388
-60,544
238
$35K 0.02%
3,228
+399
239
$35K 0.02%
+844
240
$27K 0.01%
+907
241
$27K 0.01%
+5,117
242
$26K 0.01%
+13,306
243
$26K 0.01%
+11,807
244
$25K 0.01%
+231,624
245
$24K 0.01%
30,422
246
$6K ﹤0.01%
+87
247
– –
-1,620
248
– –
-3,172
249
– –
-41,255
250
– –
-49,260
8 9
10
11 12