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
276
– –
-34,980
277
– –
-16,440
278
– –
-48,804
279
– –
-41,995
280
– –
-38,604
281
– –
-34,219
282
– –
-24,642
283
– –
-1,430
284
– –
-4,931
285
– –
-26,424
286
– –
-39,770
287
– –
-20,276
288
– –
-48,298
289
– –
-43,257
290
– –
-33,042
291
– –
-2,933
292
– –
-5,846
293
– –
-14,458
294
– –
-1,037
295
– –
0
296
– –
-6,431
297
– –
-3,328
298
– –
-2,401
299
– –
-5,322
300
– –
-7,000
10 11
12
13 14