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
126
$420K 0.18%
+13,699
127
$405K 0.18%
38,687
+8,954
128
$405K 0.18%
+5,717
129
$394K 0.17%
+9,416
130
$392K 0.17%
+65,211
131
$388K 0.17%
+65,886
132
$378K 0.17%
+23,347
133
$374K 0.16%
+7,096
134
$369K 0.16%
+20,947
135
$364K 0.16%
+49,417
136
$360K 0.16%
+11,230
137
$359K 0.16%
24,788
+3,304
138
$353K 0.15%
+78,722
139
$338K 0.15%
44,114
+8,969
140
$336K 0.15%
+10,106
141
$335K 0.15%
16,994
-4,830
142
$335K 0.15%
+2,844
143
$331K 0.14%
+26,326
144
$331K 0.14%
+4,276
145
$329K 0.14%
90,250
+1,879
146
$325K 0.14%
+13,888
147
$323K 0.14%
41,102
+247
148
$323K 0.14%
+2,289
149
$314K 0.14%
+18,586
150
$313K 0.14%
7,743
+452
4 5
6
7 8