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
$1.13B
AUM Growth
+$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$60.7M
2
+$11.6M
3
+$10.5M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$10.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$9.37M

Top Sells

1
+$11.6M
2
+$11.4M
3
+$9.37M
4
RF icon
Regions Financial
RF
+$7.44M
5
MAS icon
Masco
MAS
+$7.39M

Sector Composition

1 Consumer Discretionary 11.38%
2 Technology 10.49%
3 Healthcare 9.62%
4 Financials 9.12%
5 Industrials 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.18M 0.1%
+4,295
227
$1.18M 0.1%
+16,764
228
$1.15M 0.1%
+3,691
229
$1.15M 0.1%
+10,102
230
$1.15M 0.1%
+64,085
231
$1.12M 0.1%
+2,929
232
$1.12M 0.1%
15,025
+9,385
233
$1.12M 0.1%
31,015
-93,685
234
$1.1M 0.1%
8,009
-206
235
$1.09M 0.1%
+5,305
236
$1.08M 0.1%
2,819
-8,766
237
$1.08M 0.1%
+10,940
238
$1.07M 0.09%
+21,743
239
$1.06M 0.09%
+20,307
240
$1.05M 0.09%
34,485
+690
241
$1.03M 0.09%
+15,106
242
$1.03M 0.09%
+10,444
243
$1.03M 0.09%
14,608
+6,178
244
$1.03M 0.09%
+10,823
245
$1.02M 0.09%
+176
246
$997K 0.09%
95,681
-28,919
247
$996K 0.09%
11,135
+7,547
248
$990K 0.09%
+2,837
249
$987K 0.09%
11,777
-2,524
250
$974K 0.09%
+6,575
8 9
10
11 12