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
501
$216K 0.02%
3,360
-117,296
502
$216K 0.02%
+6,748
503
$214K 0.02%
+1,657
504
$212K 0.02%
+4,306
505
$211K 0.02%
+1,469
506
$206K 0.02%
+11,292
507
$206K 0.02%
+14,853
508
$206K 0.02%
+7,986
509
$206K 0.02%
1,190
-1,931
510
$206K 0.02%
+16,354
511
$205K 0.02%
48,379
+14,574
512
$204K 0.02%
2,338
-5,073
513
$202K 0.02%
+838
514
$202K 0.02%
+17,975
515
$200K 0.02%
15,404
-36,938
516
$198K 0.02%
+41,290
517
$197K 0.02%
+10,237
518
$194K 0.02%
53,217
+19,662
519
$187K 0.02%
+17,251
520
$186K 0.02%
+21,371
521
$184K 0.02%
+16,312
522
$180K 0.02%
+10,534
523
$179K 0.02%
9,350
-540
524
$175K 0.02%
+39,939
525
$170K 0.02%
14,874
+268
19 20
21
22 23