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
76
$3.84M 0.34%
+130,275
77
$3.74M 0.33%
131,906
+108,967
78
$3.72M 0.33%
82,281
+36,289
79
$3.72M 0.33%
29,426
+6,904
80
$3.67M 0.33%
59,775
+44,540
81
$3.64M 0.32%
+40,031
82
$3.63M 0.32%
74,129
+8,416
83
$3.62M 0.32%
126,237
+31,452
84
$3.55M 0.32%
56,768
+34,140
85
$3.49M 0.31%
47,374
+30,030
86
$3.49M 0.31%
78,183
+19,092
87
$3.44M 0.3%
+31,612
88
$3.43M 0.3%
+48,776
89
$3.43M 0.3%
45,975
-6,820
90
$3.41M 0.3%
14,885
+7,755
91
$3.33M 0.3%
41,611
+34,183
92
$3.32M 0.29%
39,044
+3,001
93
$3.31M 0.29%
4,738
+3,903
94
$3.31M 0.29%
+9,420
95
$3.3M 0.29%
+7,131
96
$3.26M 0.29%
17,510
-25,138
97
$3.21M 0.28%
43,270
-18,211
98
$3.17M 0.28%
6,316
-1,203
99
$3.11M 0.28%
59,846
+19,964
100
$3.1M 0.27%
+3,869
2 3
4
5 6