AI

Atom Investors Portfolio holdings

AUM $1.32B
1-Year Est. Return 8.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.66%
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
+$65.1M
2
+$12.4M
3
+$11M
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
+$9.92M

Top Sells

1
+$11.5M
2
+$11.4M
3
+$9.37M
4
RF icon
Regions Financial
RF
+$8.26M
5
MAS icon
Masco
MAS
+$7.55M

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
CCI icon
301
Crown Castle
CCI
$37.8B
$704K 0.06%
+6,852
PECO icon
302
Phillips Edison & Co
PECO
$4.56B
$701K 0.06%
20,010
-412
ERAS icon
303
Erasca
ERAS
$3.25B
$698K 0.06%
549,959
-260,496
HD icon
304
Home Depot
HD
$373B
$687K 0.06%
+1,873
SEIC icon
305
SEI Investments
SEIC
$10.7B
$685K 0.06%
+7,626
WIX icon
306
WIX.com
WIX
$4.76B
$681K 0.06%
+4,295
SU icon
307
Suncor Energy
SU
$63.6B
$670K 0.06%
+17,900
HSIC icon
308
Henry Schein
HSIC
$8.89B
$659K 0.06%
9,018
+5,916
DOCU icon
309
DocuSign
DOCU
$10.5B
$658K 0.06%
+8,444
LESL icon
310
Leslie's
LESL
$12.7M
$654K 0.06%
77,854
+4,401
VOYA icon
311
Voya Financial
VOYA
$7.3B
$653K 0.06%
+9,192
OTEX icon
312
Open Text
OTEX
$6.43B
$648K 0.06%
+22,193
LII icon
313
Lennox International
LII
$17.2B
$645K 0.06%
+1,126
TFC icon
314
Truist Financial
TFC
$64.9B
$645K 0.06%
14,996
-95,744
APH icon
315
Amphenol
APH
$176B
$636K 0.06%
+6,445
AIZ icon
316
Assurant
AIZ
$11.9B
$632K 0.06%
+3,200
WHR icon
317
Whirlpool
WHR
$4.49B
$631K 0.06%
6,226
-13,263
PRM icon
318
Perimeter Solutions
PRM
$3.87B
$626K 0.06%
44,967
-35,957
LAND
319
Gladstone Land Corp
LAND
$416M
$623K 0.06%
+61,303
HTHT icon
320
Huazhu Hotels Group
HTHT
$14.6B
$621K 0.06%
+18,321
SNPS icon
321
Synopsys
SNPS
$89B
$618K 0.05%
+1,205
WAL icon
322
Western Alliance Bancorporation
WAL
$9.76B
$618K 0.05%
7,920
+4,262
VRNT
323
DELISTED
Verint Systems
VRNT
$616K 0.05%
+31,295
SNBR icon
324
Sleep Number
SNBR
$265M
$615K 0.05%
+91,070
NBIX icon
325
Neurocrine Biosciences
NBIX
$13.6B
$611K 0.05%
4,863
+1,048
11 12
13
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