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
751
– –
-8,727
752
– –
-26,892
753
– –
-22,504
754
– –
-24,916
755
– –
-2,306
756
– –
-6,763
757
– –
-5,436
758
– –
-8,253
759
– –
-15,277
760
– –
-8,609
761
– –
-1,424
762
– –
-21,078
763
– –
-8,103
764
– –
-11,622
765
– –
-19,723
766
– –
-46,749
767
– –
-39,122
768
– –
-16,124
769
– –
-14,708
770
– –
-24,602
771
– –
-18,014
772
– –
-11,837
773
– –
-14,519
774
– –
-15,309
775
– –
-16,996
29 30
31
32 33