AI
Atom Investors Portfolio holdings
AUM
$1.13B
1-Year Return
11.83%
This Quarter Return
-3.39%
1 Year Return
+11.83%
3 Year Return
+55.42%
5 Year Return
+125.35%
10 Year Return
–
AUM
$439M
AUM Growth
+$175M
(+67%)
Cap. Flow
+$185M
Cap. Flow
% of AUM
42.19%
Top 10 Holdings %
Top 10 Hldgs %
19.74%
Holding
522
New
241
Increased
131
Reduced
37
Closed
100
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$5.51M |
| 2 |
SPDR S&P Homebuilders ETF
XHB
|
$4.98M |
| 3 |
SPDR S&P Retail ETF
XRT
|
$3.98M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$3.82M |
| 5 |
Ecolab
ECL
|
$3.48M |
Top Sells
| 1 |
iShares MSCI ACWI ETF
ACWI
|
$21.2M |
| 2 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$4.02M |
| 3 |
Bank of America
BAC
|
$3.08M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$2.13M |
| 5 |
SPDR S&P Regional Banking ETF
KRE
|
$2.05M |
Sector Composition
| 1 | Technology | 15.9% |
| 2 | Financials | 12.7% |
| 3 | Healthcare | 10.04% |
| 4 | Industrials | 9.74% |
| 5 | Consumer Discretionary | 7% |
