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
$1.26B
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$21.4M
3
+$15.1M
4
CWST icon
Casella Waste Systems
CWST
+$11.4M
5
FFIV icon
F5
FFIV
+$10.8M

Top Sells

1
+$97.9M
2
+$67.3M
3
+$40.2M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$19.5M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$17.5M

Sector Composition

1 Industrials 17.84%
2 Healthcare 17.1%
3 Consumer Discretionary 15.33%
4 Technology 13%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$853B
$42M 3.34%
+67,041
TECH icon
2
Bio-Techne
TECH
$7.99B
$20.7M 1.64%
+351,673
SITE icon
3
SiteOne Landscape Supply
SITE
$5.82B
$15.7M 1.24%
125,789
+118,924
APO icon
4
Apollo Global Management
APO
$63B
$14.7M 1.17%
101,853
+74,133
CRM icon
5
Salesforce
CRM
$180B
$14M 1.11%
52,870
+22,655
CWST icon
6
Casella Waste Systems
CWST
$5.62B
$12M 0.95%
+122,675
XLU icon
7
State Street Utilities Select Sector SPDR ETF
XLU
$25B
$11.4M 0.9%
266,557
+193,217
XLP icon
8
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.6B
$11.2M 0.89%
143,951
+87,206
USMV icon
9
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
$11.2M 0.89%
118,443
+10,899
XLV icon
10
State Street Health Care Select Sector SPDR ETF
XLV
$39.2B
$11.1M 0.88%
71,941
-34,050
GLNG icon
11
Golar LNG
GLNG
$4.69B
$10.5M 0.83%
282,305
+151,901
ATRO icon
12
Astronics
ATRO
$2.51B
$10.2M 0.81%
+188,492
FFIV icon
13
F5
FFIV
$16.2B
$10.2M 0.81%
+40,011
XLRE icon
14
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.63B
$10.2M 0.81%
+252,322
SHW icon
15
Sherwin-Williams
SHW
$79.5B
$9.85M 0.78%
30,401
+7,501
RHLD
16
Resolute Holdings Management
RHLD
$1.24B
$9.75M 0.77%
47,250
+34,029
LBRT icon
17
Liberty Energy
LBRT
$5.05B
$9.48M 0.75%
+513,742
PHIN icon
18
Phinia Inc
PHIN
$2.43B
$9.35M 0.74%
149,138
+51,937
CSX icon
19
CSX Corp
CSX
$74.9B
$9.35M 0.74%
257,834
+149,618
COHU icon
20
Cohu
COHU
$1.35B
$9.32M 0.74%
+400,439
BC icon
21
Brunswick
BC
$4.64B
$8.74M 0.69%
117,703
-17,735
AEIS icon
22
Advanced Energy
AEIS
$11.9B
$8.66M 0.69%
+41,372
MCK icon
23
McKesson
MCK
$115B
$8.62M 0.68%
10,505
+7,756
CELC icon
24
Celcuity
CELC
$5.28B
$8.54M 0.68%
+85,583
GLOB icon
25
Globant
GLOB
$1.93B
$8.47M 0.67%
129,534
+124,033
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