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
26
$2.04M 0.89%
+33,024
27
$1.97M 0.86%
71,096
+48,109
28
$1.96M 0.86%
24,132
+3,820
29
$1.91M 0.83%
278,210
-68,666
30
$1.84M 0.8%
+14,176
31
$1.8M 0.79%
182,338
+69,459
32
$1.8M 0.79%
+19,871
33
$1.79M 0.78%
31,425
-2,835
34
$1.75M 0.77%
202,174
+153,239
35
$1.74M 0.76%
18,946
+1,769
36
$1.72M 0.75%
42,768
37
$1.58M 0.69%
+26,973
38
$1.58M 0.69%
32,696
+14,158
39
$1.57M 0.69%
11,694
+8,685
40
$1.57M 0.69%
+106,263
41
$1.55M 0.68%
+104,694
42
$1.5M 0.66%
+21,446
43
$1.48M 0.65%
+4,539
44
$1.45M 0.64%
+25,239
45
$1.39M 0.61%
+112,707
46
$1.38M 0.6%
+3,667
47
$1.32M 0.58%
16,080
+10,098
48
$1.32M 0.58%
+17,182
49
$1.29M 0.57%
+67,845
50
$1.27M 0.55%
42,391
+1,120
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