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
151
$310K 0.14%
+5,588
152
$310K 0.14%
+27,541
153
$309K 0.14%
+17,520
154
$303K 0.13%
+47,394
155
$301K 0.13%
1,338
-9
156
$300K 0.13%
+3,977
157
$299K 0.13%
2,009
-4,309
158
$298K 0.13%
3,320
-774
159
$298K 0.13%
+29,826
160
$290K 0.13%
+30,917
161
$282K 0.12%
+4,204
162
$275K 0.12%
+4,094
163
$261K 0.11%
+13,183
164
$259K 0.11%
11,925
-2,101
165
$254K 0.11%
+2,350
166
$244K 0.11%
+3,186
167
$244K 0.11%
+741
168
$238K 0.1%
+5,444
169
$232K 0.1%
44,442
+33,140
170
$231K 0.1%
11,200
+2,234
171
$228K 0.1%
+5,153
172
$227K 0.1%
+1,792
173
$227K 0.1%
1,669
-943
174
$227K 0.1%
+14,915
175
$227K 0.1%
+3,254
5 6
7
8 9