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
176
$224K 0.1%
+33,065
177
$220K 0.1%
+60,235
178
$219K 0.1%
+30,911
179
$216K 0.09%
+9,142
180
$209K 0.09%
5,447
-709
181
$207K 0.09%
+27,512
182
$206K 0.09%
15,060
+1,496
183
$206K 0.09%
+3,793
184
$204K 0.09%
+15,507
185
$203K 0.09%
8,736
-42,919
186
$201K 0.09%
+3,205
187
$200K 0.09%
+1,004
188
$198K 0.09%
+46,681
189
$189K 0.08%
+11,182
190
$185K 0.08%
+10,134
191
$181K 0.08%
+15,753
192
$178K 0.08%
+23,528
193
$172K 0.08%
+11,772
194
$166K 0.07%
+11,241
195
$159K 0.07%
30,668
-8,236
196
$158K 0.07%
+24,714
197
$153K 0.07%
+22,089
198
$152K 0.07%
28,199
199
$151K 0.07%
15,899
-9,017
200
$149K 0.07%
+10,024
6 7
8
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