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
51
$4.93M 0.44%
31,190
52
$4.9M 0.43%
348,076
+41,162
53
$4.84M 0.43%
93,229
+56,989
54
$4.83M 0.43%
+224,344
55
$4.78M 0.42%
152,421
+21,919
56
$4.77M 0.42%
19,873
+7,084
57
$4.74M 0.42%
+339,878
58
$4.73M 0.42%
30,993
+23,968
59
$4.69M 0.42%
+100,871
60
$4.62M 0.41%
31,770
+1,954
61
$4.42M 0.39%
64,781
-18,413
62
$4.36M 0.39%
7,346
+3,837
63
$4.35M 0.39%
317,596
-82,964
64
$4.3M 0.38%
+19,261
65
$4.27M 0.38%
313,438
+90,941
66
$4.26M 0.38%
125,735
+112,410
67
$4.26M 0.38%
8,561
68
$4.18M 0.37%
+204,432
69
$4.11M 0.36%
+34,235
70
$4.06M 0.36%
12,228
-13,883
71
$4.02M 0.36%
112,514
+104,159
72
$4M 0.35%
+22,045
73
$3.96M 0.35%
+9,700
74
$3.92M 0.35%
166,624
-351,295
75
$3.88M 0.34%
73,789
-40,369
1 2
3
4 5