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
151
$2.18M 0.19%
+56,385
152
$2.17M 0.19%
95,688
-32
153
$2.15M 0.19%
43,743
+31,599
154
$2.11M 0.19%
+37,778
155
$2.11M 0.19%
+10,660
156
$2.09M 0.19%
+32,583
157
$2.07M 0.18%
+7,754
158
$2.06M 0.18%
8,852
+5,424
159
$2.05M 0.18%
+62,620
160
$2.02M 0.18%
205,947
+112,780
161
$2.01M 0.18%
+3,492
162
$2.01M 0.18%
+19,936
163
$2M 0.18%
+17,996
164
$1.98M 0.18%
7,177
+1,317
165
$1.96M 0.17%
+14,537
166
$1.96M 0.17%
15,277
-6,536
167
$1.95M 0.17%
20,256
+14,343
168
$1.93M 0.17%
2,618
-160
169
$1.93M 0.17%
+28,033
170
$1.92M 0.17%
+10,072
171
$1.91M 0.17%
+36,049
172
$1.91M 0.17%
+34,298
173
$1.89M 0.17%
+4,649
174
$1.85M 0.16%
+18,318
175
$1.84M 0.16%
24,160
-24,775
5 6
7
8 9