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
DT icon
251
Dynatrace
DT
$11.9B
$1.01M 0.08%
+20,769
NPK icon
252
National Presto Industries
NPK
$964M
$986K 0.07%
8,791
+5,328
OPCH icon
253
Option Care Health
OPCH
$4.65B
$978K 0.07%
+35,215
CNP icon
254
CenterPoint Energy
CNP
$28.6B
$975K 0.07%
25,139
-48,054
XHR
255
Xenia Hotels & Resorts
XHR
$1.34B
$973K 0.07%
70,913
+54,559
WMT icon
256
Walmart Inc
WMT
$997B
$970K 0.07%
9,413
-3,669
KO icon
257
Coca-Cola
KO
$334B
$969K 0.07%
14,608
TENB icon
258
Tenable Holdings
TENB
$2.33B
$961K 0.07%
+32,973
RHLD
259
Resolute Holdings Management
RHLD
$1.24B
$954K 0.07%
13,221
ED icon
260
Consolidated Edison
ED
$41.5B
$950K 0.07%
9,449
+6,767
LINC icon
261
Lincoln Educational Services
LINC
$1.26B
$943K 0.07%
+40,138
TMUS icon
262
T-Mobile US
TMUS
$235B
$940K 0.07%
3,926
-94
FHI icon
263
Federated Hermes
FHI
$4.32B
$920K 0.07%
+17,715
CRMT icon
264
America's Car Mart
CRMT
$101M
$916K 0.07%
31,352
-8,045
ARI
265
Apollo Commercial Real Estate
ARI
$1.46B
$912K 0.07%
89,998
+78,425
MORN icon
266
Morningstar
MORN
$7.28B
$896K 0.07%
+3,863
BRK.B icon
267
Berkshire Hathaway Class B
BRK.B
$1.06T
$891K 0.07%
1,773
LMT icon
268
Lockheed Martin
LMT
$146B
$889K 0.07%
1,781
-5,350
SPG icon
269
Simon Property Group
SPG
$61.9B
$888K 0.07%
+4,731
SITE icon
270
SiteOne Landscape Supply
SITE
$5.82B
$884K 0.07%
+6,865
SEM icon
271
Select Medical
SEM
$2.02B
$880K 0.07%
+68,508
KMB icon
272
Kimberly-Clark
KMB
$33.4B
$879K 0.07%
7,071
+5,414
GEF icon
273
Greif
GEF
$3.77B
$879K 0.07%
14,705
+3,748
CTSH icon
274
Cognizant
CTSH
$29.3B
$868K 0.07%
12,946
+2,848
PSX icon
275
Phillips 66
PSX
$69.2B
$867K 0.07%
+6,377
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