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
$1.32B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$56.2M
2
+$20.6M
3
+$15.1M
4
MIDD icon
Middleby
MIDD
+$10.2M
5
VNOM icon
Viper Energy
VNOM
+$10.2M

Top Sells

1
+$11.2M
2
+$9.69M
3
+$9.09M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$8.75M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.45M

Sector Composition

1 Industrials 10.76%
2 Healthcare 10.22%
3 Technology 9.97%
4 Consumer Discretionary 8.96%
5 Financials 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OTTR icon
226
Otter Tail
OTTR
$3.67B
$1.19M 0.09%
14,470
-1,261
SCHW icon
227
Charles Schwab
SCHW
$165B
$1.18M 0.09%
+12,383
EPRT icon
228
Essential Properties Realty Trust
EPRT
$6.95B
$1.18M 0.09%
+39,556
ARW icon
229
Arrow Electronics
ARW
$7.2B
$1.16M 0.09%
9,611
-92
BIRK icon
230
Birkenstock
BIRK
$6.85B
$1.16M 0.09%
25,532
+3,789
AMH icon
231
American Homes 4 Rent
AMH
$10.4B
$1.15M 0.09%
+34,654
PENN icon
232
PENN Entertainment
PENN
$1.87B
$1.15M 0.09%
59,481
-4,604
XOM icon
233
Exxon Mobil
XOM
$662B
$1.13M 0.09%
10,050
+1,779
OC icon
234
Owens Corning
OC
$8.76B
$1.12M 0.09%
7,936
-73
HCA icon
235
HCA Healthcare
HCA
$114B
$1.12M 0.09%
2,633
-296
TJX icon
236
TJX Companies
TJX
$173B
$1.12M 0.09%
7,760
+22
ITB icon
237
iShares US Home Construction ETF
ITB
$2.48B
$1.11M 0.08%
10,379
-53,354
REZI icon
238
Resideo Technologies
REZI
$5.18B
$1.11M 0.08%
+25,711
HD icon
239
Home Depot
HD
$340B
$1.11M 0.08%
2,739
+866
OPLN
240
Openlane
OPLN
$2.92B
$1.1M 0.08%
38,324
+20,461
HAE icon
241
Haemonetics
HAE
$2.79B
$1.1M 0.08%
22,521
-23,454
USFD icon
242
US Foods
USFD
$20.3B
$1.1M 0.08%
+14,321
AI icon
243
C3.ai
AI
$1.28B
$1.08M 0.08%
62,558
+38,400
BAP icon
244
Credicorp
BAP
$26.6B
$1.05M 0.08%
3,942
+2,247
DBX icon
245
Dropbox
DBX
$5.95B
$1.03M 0.08%
34,202
+25,415
SBRA icon
246
Sabra Healthcare REIT
SBRA
$5.23B
$1.03M 0.08%
55,157
+3,008
CAT icon
247
Caterpillar
CAT
$327B
$1.02M 0.08%
+2,146
FCX icon
248
Freeport-McMoran
FCX
$83.5B
$1.02M 0.08%
25,905
+16,172
ALK icon
249
Alaska Air
ALK
$4.47B
$1.01M 0.08%
20,340
-14,290
RDN icon
250
Radian Group
RDN
$4.51B
$1.01M 0.08%
27,946
+17,284
8 9
10
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