AI

Atom Investors Portfolio holdings

AUM $1.13B
1-Year Est. Return 11.83%
This Quarter Est. Return
1 Year Est. Return
+11.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$3.36M
3
+$2.88M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$2.85M
5
TYL icon
Tyler Technologies
TYL
+$2.54M

Top Sells

1
+$7.44M
2
+$4.42M
3
+$4.07M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.95M
5
EIG icon
Employers Holdings
EIG
+$2.88M

Sector Composition

1 Technology 14.29%
2 Financials 11.71%
3 Healthcare 11.02%
4 Industrials 6.68%
5 Real Estate 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.55%
15,212
+12,612
52
$1.24M 0.54%
+96,880
53
$1.24M 0.54%
17,321
54
$1.23M 0.54%
3
55
$1.13M 0.49%
+81,377
56
$1.12M 0.49%
2,969
-1,355
57
$1.11M 0.48%
6,833
-3,308
58
$1.09M 0.48%
+27,911
59
$1.09M 0.48%
58,601
+7,065
60
$1.09M 0.48%
412,098
+149,108
61
$1.08M 0.47%
20,000
+9,280
62
$1.06M 0.46%
29,470
+6,786
63
$1.04M 0.46%
+7,381
64
$1.03M 0.45%
+55,779
65
$1.02M 0.44%
+4,145
66
$1.01M 0.44%
+6,915
67
$979K 0.43%
+4,669
68
$977K 0.43%
+21,944
69
$957K 0.42%
21,259
+7,534
70
$955K 0.42%
+2,008
71
$953K 0.42%
+253,550
72
$948K 0.41%
7,424
+5,086
73
$947K 0.41%
+16,584
74
$935K 0.41%
79,946
+69,837
75
$932K 0.41%
16,751
1 2
3
4 5