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
576
$47.1K ﹤0.01%
18,191
+2,175
577
$46K ﹤0.01%
10,695
-1,086
578
$40.8K ﹤0.01%
20,803
-9,369
579
$39.7K ﹤0.01%
+11,961
580
$38.5K ﹤0.01%
13,741
-6,471
581
$36.4K ﹤0.01%
+12,133
582
$35.1K ﹤0.01%
14,672
-23,881
583
$34.6K ﹤0.01%
+10,910
584
$26.7K ﹤0.01%
13,107
585
$23.2K ﹤0.01%
+11,124
586
$22.4K ﹤0.01%
12,854
-3,513
587
$16.7K ﹤0.01%
+11,228
588
– –
-146,497
589
– –
-10,580
590
– –
-28,092
591
– –
-46,591
592
– –
-19,419
593
– –
-5,037
594
– –
-3,768
595
– –
-6,903
596
– –
-29,152
597
– –
-30,126
598
– –
-3,960
599
– –
-17,577
600
– –
-29,188
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