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
301
$704K 0.06%
+6,852
302
$701K 0.06%
20,010
-412
303
$698K 0.06%
549,959
-260,496
304
$687K 0.06%
+1,873
305
$685K 0.06%
+7,626
306
$681K 0.06%
+4,295
307
$670K 0.06%
+17,900
308
$659K 0.06%
9,018
+5,916
309
$658K 0.06%
+8,444
310
$654K 0.06%
77,854
+4,401
311
$653K 0.06%
+9,192
312
$648K 0.06%
+22,193
313
$645K 0.06%
+1,126
314
$645K 0.06%
14,996
-95,744
315
$636K 0.06%
+6,445
316
$632K 0.06%
+3,200
317
$631K 0.06%
6,226
-13,263
318
$626K 0.06%
44,967
-35,957
319
$623K 0.06%
+61,303
320
$621K 0.06%
+18,321
321
$618K 0.05%
+1,205
322
$618K 0.05%
7,920
+4,262
323
$616K 0.05%
+31,295
324
$615K 0.05%
+91,070
325
$611K 0.05%
4,863
+1,048
11 12
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