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
526
$162K 0.01%
+15,569
527
$162K 0.01%
+16,048
528
$155K 0.01%
+20,393
529
$152K 0.01%
+16,738
530
$151K 0.01%
22,923
+2,836
531
$146K 0.01%
+23,244
532
$144K 0.01%
14,652
-892
533
$144K 0.01%
+24,215
534
$129K 0.01%
28,199
535
$129K 0.01%
+15,012
536
$129K 0.01%
+20,439
537
$124K 0.01%
51,938
+32,223
538
$123K 0.01%
13,104
-44,170
539
$122K 0.01%
+17,521
540
$120K 0.01%
54,624
-9,592
541
$119K 0.01%
+10,524
542
$119K 0.01%
+12,877
543
$115K 0.01%
20,081
+356
544
$115K 0.01%
+15,791
545
$115K 0.01%
+16,393
546
$113K 0.01%
22,510
+8,696
547
$112K 0.01%
+11,573
548
$112K 0.01%
+13,207
549
$110K 0.01%
+21,790
550
$108K 0.01%
14,884
-1,078
20 21
22
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