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
201
$147K 0.06%
+502
202
$147K 0.06%
79,906
+59,357
203
$147K 0.06%
51,046
+515
204
$146K 0.06%
+24,148
205
$146K 0.06%
+33,429
206
$146K 0.06%
+29,475
207
$144K 0.06%
+12,656
208
$144K 0.06%
55,827
+15,007
209
$142K 0.06%
+12,234
210
$135K 0.06%
+21,250
211
$124K 0.05%
10,699
-5,407
212
$123K 0.05%
+16,593
213
$119K 0.05%
+20,760
214
$116K 0.05%
10,655
-8,282
215
$110K 0.05%
+13,530
216
$109K 0.05%
+11,669
217
$103K 0.05%
+19,230
218
$101K 0.04%
+11,181
219
$99K 0.04%
10,950
-2,143
220
$88K 0.04%
938
-1,026
221
$86K 0.04%
24,688
-14,281
222
$82K 0.04%
+10,338
223
$81K 0.04%
+14,844
224
$81K 0.04%
+4,289
225
$79K 0.03%
+26,309
7 8
9
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