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
276
$818K 0.07%
+157,934
277
$816K 0.07%
+4,507
278
$815K 0.07%
+19,494
279
$804K 0.07%
5,846
-668
280
$803K 0.07%
11,376
-5,302
281
$800K 0.07%
3,761
-13,059
282
$795K 0.07%
6,147
+1,442
283
$795K 0.07%
+50,046
284
$792K 0.07%
4,317
-30
285
$790K 0.07%
+107
286
$788K 0.07%
+10,098
287
$783K 0.07%
+15,963
288
$783K 0.07%
+2,982
289
$775K 0.07%
+59,415
290
$775K 0.07%
7,830
+4,569
291
$757K 0.07%
14,181
-29,970
292
$751K 0.07%
4,123
-358
293
$738K 0.07%
+10,134
294
$734K 0.07%
9,043
+3,469
295
$715K 0.06%
+40,297
296
$713K 0.06%
+84,034
297
$712K 0.06%
10,957
+47
298
$711K 0.06%
+137,611
299
$707K 0.06%
29,264
+131
300
$706K 0.06%
201,039
-54,659
10 11
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