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
76
$927K 0.41%
6,524
+512
77
$908K 0.4%
6,544
+1,174
78
$903K 0.39%
42,379
+20,139
79
$902K 0.39%
+40,803
80
$901K 0.39%
+36,487
81
$901K 0.39%
4,022
-3,017
82
$865K 0.38%
+8,975
83
$864K 0.38%
+37,016
84
$851K 0.37%
+16,217
85
$837K 0.37%
+10,170
86
$830K 0.36%
+42,912
87
$798K 0.35%
+4,776
88
$791K 0.35%
132,490
-55,298
89
$783K 0.34%
22,335
-9,505
90
$775K 0.34%
+58,604
91
$761K 0.33%
+74,522
92
$719K 0.31%
79,761
-35,667
93
$702K 0.31%
2,733
-414
94
$695K 0.3%
+15,306
95
$662K 0.29%
22,789
-29,573
96
$658K 0.29%
9,598
+7,599
97
$655K 0.29%
+13,485
98
$624K 0.27%
56,774
+264
99
$623K 0.27%
+21,060
100
$611K 0.27%
+3,873
2 3
4
5 6