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
101
$602K 0.26%
+4,401
102
$598K 0.26%
+15,000
103
$598K 0.26%
6,232
+1,646
104
$559K 0.24%
16,491
+958
105
$557K 0.24%
+4,380
106
$546K 0.24%
+5,781
107
$545K 0.24%
+4,980
108
$545K 0.24%
262,245
+197,983
109
$542K 0.24%
+8,009
110
$521K 0.23%
17,668
+423
111
$509K 0.22%
+6,839
112
$506K 0.22%
+2,893
113
$499K 0.22%
+4,900
114
$497K 0.22%
19,672
+8,258
115
$497K 0.22%
+19,878
116
$493K 0.22%
10,025
-19
117
$481K 0.21%
+14,710
118
$480K 0.21%
+5,266
119
$479K 0.21%
22,820
-483
120
$478K 0.21%
+17,394
121
$473K 0.21%
+2,557
122
$453K 0.2%
+21,882
123
$448K 0.2%
+2,288
124
$437K 0.19%
+34,984
125
$435K 0.19%
+8,257
3 4
5
6 7