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
26
$7.12M 0.63%
29,144
-6,808
27
$7.1M 0.63%
388,483
+331,585
28
$6.97M 0.62%
84,064
+21,580
29
$6.91M 0.61%
72,652
-39,439
30
$6.79M 0.6%
223,373
+24,196
31
$6.65M 0.59%
17,105
+4,008
32
$6.28M 0.56%
+20,353
33
$6.24M 0.55%
+43,002
34
$6.17M 0.55%
141,711
+43,267
35
$5.94M 0.53%
+63,733
36
$5.91M 0.52%
206,606
+9,792
37
$5.74M 0.51%
64,169
+36,883
38
$5.73M 0.51%
135,024
+26,468
39
$5.69M 0.5%
45,217
+33,536
40
$5.66M 0.5%
211,769
+161,139
41
$5.56M 0.49%
+117,869
42
$5.55M 0.49%
+63,582
43
$5.49M 0.49%
147,774
+4,043
44
$5.46M 0.48%
24,295
-13,984
45
$5.37M 0.48%
23,301
+10,285
46
$5.27M 0.47%
118,499
+20,110
47
$5.27M 0.47%
+83,473
48
$5.08M 0.45%
+17,996
49
$5M 0.44%
9,477
-477
50
$4.99M 0.44%
164,141
-10,964
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