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
476
$240K 0.02%
1,882
-5
477
$239K 0.02%
+1,373
478
$238K 0.02%
3,276
-15,130
479
$237K 0.02%
+3,515
480
$235K 0.02%
4,262
+550
481
$235K 0.02%
+12,406
482
$235K 0.02%
+31,877
483
$232K 0.02%
+1,374
484
$232K 0.02%
26,912
-22,664
485
$229K 0.02%
1,728
486
$229K 0.02%
+11,027
487
$228K 0.02%
8,997
-1,607
488
$228K 0.02%
+2,474
489
$226K 0.02%
20,997
-7,867
490
$226K 0.02%
+693
491
$226K 0.02%
+36,103
492
$224K 0.02%
+71,051
493
$224K 0.02%
+7,949
494
$222K 0.02%
+1,019
495
$221K 0.02%
+7,314
496
$220K 0.02%
32,565
+10,416
497
$219K 0.02%
+7,120
498
$219K 0.02%
+22,027
499
$217K 0.02%
+4,197
500
$217K 0.02%
7,218
-56,947
18 19
20
21 22