We are live on ! Find out more
AI

Atom Investors Portfolio holdings

AUM $1.4B
1-Year Est. Return 23.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.77%
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
676
– –
-67,546
677
– –
-36,100
678
– –
-15,687
679
– –
-2,162
680
– –
-3,463
681
– –
-21,573
682
– –
-4,470
683
– –
-75,521
684
– –
-14,713
685
– –
-1,424
686
– –
-19,237
687
– –
-14,174
688
– –
-10,380
689
– –
-15,234
690
– –
-131,199
691
– –
-47,087
692
– –
-46,016
693
– –
-73,674
694
– –
-12,380
695
– –
-2,536
696
– –
-16,769
697
– –
-13,032
698
– –
-11,688
699
– –
-13,707
700
– –
-6,618
26 27
28
29 30