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
1
$16M 7.01%
125,000
+7,001
2
$14.8M 6.47%
199,164
+45,276
3
$13.5M 5.91%
115,000
-37,592
4
$4.47M 1.95%
455,672
-1,449
5
$3.92M 1.72%
67,525
-128,059
6
$3.66M 1.6%
18,589
-4,233
7
$3.66M 1.6%
+208,646
8
$3.6M 1.57%
14,614
-315
9
$3.56M 1.56%
114,328
+14,133
10
$3.41M 1.49%
58,585
+49,046
11
$2.92M 1.28%
10,426
+1,950
12
$2.88M 1.26%
+81,076
13
$2.54M 1.11%
+7,656
14
$2.48M 1.08%
23,564
+7,477
15
$2.42M 1.06%
+41,468
16
$2.37M 1.04%
+53,177
17
$2.17M 0.95%
+69,631
18
$2.17M 0.95%
+15,573
19
$2.13M 0.93%
+32,109
20
$2.12M 0.92%
79,559
+11,737
21
$2.11M 0.92%
+100,910
22
$2.11M 0.92%
+17,390
23
$2.1M 0.92%
+278,246
24
$2.07M 0.91%
61,983
+43,645
25
$2.06M 0.9%
35,193
+27,597
1
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