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
201
$1.51M 0.13%
+61,813
202
$1.51M 0.13%
+33,476
203
$1.49M 0.13%
+10,645
204
$1.48M 0.13%
6,768
+1,913
205
$1.45M 0.13%
31,944
+2,302
206
$1.41M 0.13%
+133,064
207
$1.4M 0.12%
+33,049
208
$1.36M 0.12%
+36,998
209
$1.35M 0.12%
10,676
+5,001
210
$1.35M 0.12%
+5,844
211
$1.35M 0.12%
+39,997
212
$1.33M 0.12%
15,375
-76
213
$1.28M 0.11%
13,082
+3,223
214
$1.26M 0.11%
24,127
+15,667
215
$1.24M 0.11%
9,703
216
$1.23M 0.11%
15,137
-6,042
217
$1.22M 0.11%
+20,603
218
$1.22M 0.11%
6,892
-973
219
$1.22M 0.11%
6,302
-27,643
220
$1.22M 0.11%
+12,369
221
$1.21M 0.11%
+15,731
222
$1.21M 0.11%
72,275
-356,214
223
$1.21M 0.11%
+75,189
224
$1.19M 0.11%
+26,412
225
$1.19M 0.11%
6,015
-664
7 8
9
10 11