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
1
$67.9M 6.02%
314,828
+301,769
2
$44.4M 3.93%
281,171
+40,150
3
$28.7M 2.54%
547,271
+189,402
4
$18.2M 1.61%
184,722
+96,736
5
$17.3M 1.53%
224,524
+160,469
6
$16.3M 1.44%
120,740
+74,861
7
$15.2M 1.34%
55,578
+33,117
8
$11M 0.98%
+60,792
9
$10.6M 0.94%
149,551
+75,372
10
$10.6M 0.94%
112,508
+4,294
11
$10.5M 0.93%
126,083
+104,580
12
$10.3M 0.91%
74,149
-19,516
13
$9.64M 0.85%
174,533
-49,945
14
$9.54M 0.85%
316,219
+106,571
15
$9.5M 0.84%
25,451
+12,925
16
$9.32M 0.83%
101,298
+58,022
17
$9.09M 0.81%
+63,454
18
$8.4M 0.74%
+110,961
19
$8.22M 0.73%
13,308
+3,591
20
$8.14M 0.72%
+51,827
21
$7.93M 0.7%
108,587
+101,471
22
$7.45M 0.66%
42,294
+33,862
23
$7.39M 0.65%
4,042
+198
24
$7.37M 0.65%
+45,317
25
$7.2M 0.64%
48,778
-22,935
1
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