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
126
$2.59M 0.23%
78,593
+5
127
$2.59M 0.23%
+84,467
128
$2.56M 0.23%
252,653
+41,947
129
$2.56M 0.23%
+20,236
130
$2.54M 0.23%
44,598
-37,737
131
$2.5M 0.22%
+118,712
132
$2.49M 0.22%
22,726
-17,987
133
$2.45M 0.22%
+9,585
134
$2.42M 0.21%
8,686
+4,099
135
$2.42M 0.21%
+52,217
136
$2.4M 0.21%
69,957
+13,530
137
$2.38M 0.21%
15,966
+10,187
138
$2.35M 0.21%
+18,645
139
$2.35M 0.21%
48,756
+4,887
140
$2.32M 0.21%
+13,438
141
$2.3M 0.2%
+12,289
142
$2.28M 0.2%
+7,831
143
$2.27M 0.2%
29,580
+9,506
144
$2.24M 0.2%
+6,997
145
$2.24M 0.2%
232,172
+46,456
146
$2.22M 0.2%
+103,910
147
$2.21M 0.2%
39,397
+2,634
148
$2.19M 0.19%
+43,867
149
$2.19M 0.19%
3
150
$2.18M 0.19%
252,049
-8,892
4 5
6
7 8