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
251
$962K 0.09%
+52,149
252
$958K 0.08%
4,020
+94
253
$956K 0.08%
7,738
-22
254
$955K 0.08%
+221,509
255
$952K 0.08%
21,266
-52,256
256
$942K 0.08%
5,364
-65,484
257
$939K 0.08%
14,866
-96
258
$922K 0.08%
254,077
-10,765
259
$898K 0.08%
730,357
+28,382
260
$893K 0.08%
+75,967
261
$892K 0.08%
+8,271
262
$889K 0.08%
17,156
-6,737
263
$882K 0.08%
+7,731
264
$880K 0.08%
+51,967
265
$878K 0.08%
+6,234
266
$878K 0.08%
+21,579
267
$875K 0.08%
23,802
+8,094
268
$872K 0.08%
+21,103
269
$870K 0.08%
+27,422
270
$867K 0.08%
23,808
-12,532
271
$861K 0.08%
+1,773
272
$861K 0.08%
+46,455
273
$835K 0.07%
9,707
-5,855
274
$833K 0.07%
20,262
-27,101
275
$822K 0.07%
17,369
-2,539
9 10
11
12 13