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
351
$511K 0.05%
+32,212
352
$511K 0.05%
3,600
-463
353
$509K 0.05%
+8,332
354
$509K 0.05%
+41,643
355
$501K 0.04%
+15,282
356
$501K 0.04%
+5,883
357
$491K 0.04%
+15,884
358
$485K 0.04%
+15,348
359
$484K 0.04%
+17,754
360
$481K 0.04%
+6,764
361
$477K 0.04%
1,772
-101
362
$473K 0.04%
+6,960
363
$471K 0.04%
+625
364
$468K 0.04%
+30,464
365
$468K 0.04%
1,601
-1,229
366
$462K 0.04%
+16,862
367
$456K 0.04%
+13,244
368
$451K 0.04%
+12,696
369
$442K 0.04%
786
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370
$437K 0.04%
+17,863
371
$435K 0.04%
+19,751
372
$432K 0.04%
+970
373
$431K 0.04%
19,506
-362
374
$429K 0.04%
76,119
-128,581
375
$428K 0.04%
+18,854
13 14
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