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
401
$369K 0.03%
8,501
-240
402
$369K 0.03%
+3,750
403
$365K 0.03%
2,096
+355
404
$360K 0.03%
25,764
+2,734
405
$356K 0.03%
+8,788
406
$353K 0.03%
+8,433
407
$353K 0.03%
2,294
-19
408
$352K 0.03%
+85,067
409
$350K 0.03%
+33,128
410
$348K 0.03%
+22,069
411
$347K 0.03%
+9,874
412
$344K 0.03%
1,290
-108
413
$344K 0.03%
+1,343
414
$343K 0.03%
17,257
+3,087
415
$342K 0.03%
2,841
-78
416
$340K 0.03%
+4,561
417
$339K 0.03%
3,463
+1,083
418
$337K 0.03%
+17,311
419
$337K 0.03%
+52,138
420
$333K 0.03%
+34,306
421
$332K 0.03%
+15,756
422
$330K 0.03%
+47,584
423
$329K 0.03%
+637,790
424
$328K 0.03%
54,527
+42
425
$325K 0.03%
+13,789
15 16
17
18 19