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
$813M
AUM Growth
+$7.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$14.5M
3
+$11.4M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$10.1M
5
OSIS icon
OSI Systems
OSIS
+$7.44M

Top Sells

1
+$32.9M
2
+$7.03M
3
+$6.49M
4
FTV icon
Fortive
FTV
+$6.44M
5
WM icon
Waste Management
WM
+$6.28M

Sector Composition

1 Industrials 13.31%
2 Financials 12.47%
3 Consumer Discretionary 12.24%
4 Technology 10.9%
5 Healthcare 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MHK icon
276
Mohawk Industries
MHK
$6.82B
$575K 0.07%
5,037
-25,039
CZR icon
277
Caesars Entertainment
CZR
$3.98B
$573K 0.07%
22,939
-43,286
EWT icon
278
iShares MSCI Taiwan ETF
EWT
$6.86B
$572K 0.07%
+12,048
ASO icon
279
Academy Sports + Outdoors
ASO
$3.1B
$570K 0.07%
12,508
-3,893
CI icon
280
Cigna
CI
$69.7B
$566K 0.07%
+1,719
FAF icon
281
First American
FAF
$6.3B
$565K 0.07%
8,609
-65
FXI icon
282
iShares China Large-Cap ETF
FXI
$6.75B
$563K 0.07%
15,708
+4,639
XYL icon
283
Xylem
XYL
$36.1B
$562K 0.07%
4,705
-28,973
DIN icon
284
Dine Brands
DIN
$376M
$551K 0.07%
+23,677
ADC icon
285
Agree Realty
ADC
$8.34B
$549K 0.07%
7,116
-91,118
XLP icon
286
Consumers Staples Select Sector SPDR Fund
XLP
$14.9B
$549K 0.07%
+6,725
ELF icon
287
e.l.f. Beauty
ELF
$6.66B
$548K 0.07%
+8,727
MZTI
288
The Marzetti Company
MZTI
$4.57B
$546K 0.07%
3,121
-516
HNI icon
289
HNI Corp
HNI
$1.84B
$539K 0.07%
+12,144
WFC icon
290
Wells Fargo
WFC
$273B
$533K 0.07%
+7,428
GCMG icon
291
GCM Grosvenor
GCMG
$614M
$518K 0.06%
+39,122
BK icon
292
Bank of New York Mellon
BK
$75B
$516K 0.06%
6,147
-38,191
W icon
293
Wayfair
W
$13.2B
$515K 0.06%
16,073
-16,700
UNH icon
294
UnitedHealth
UNH
$305B
$508K 0.06%
970
PH icon
295
Parker-Hannifin
PH
$96.9B
$508K 0.06%
835
-8,402
POWL icon
296
Powell Industries
POWL
$4.66B
$507K 0.06%
+2,976
WH icon
297
Wyndham Hotels & Resorts
WH
$5.57B
$505K 0.06%
+5,574
BRKR icon
298
Bruker
BRKR
$5.94B
$491K 0.06%
11,774
-23,196
VTS icon
299
Vitesse Energy
VTS
$802M
$489K 0.06%
+19,868
GEV icon
300
GE Vernova
GEV
$156B
$488K 0.06%
1,599
-11,015
10 11
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