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
ENFN
326
DELISTED
Enfusion, Inc.
ENFN
$403K 0.05%
36,100
-173,169
VTRS icon
327
Viatris
VTRS
$12.1B
$402K 0.05%
46,167
-16,134
NESR
328
National Energy Services Reunited Corp
NESR
$1.24B
$401K 0.05%
54,485
+423
CMA icon
329
Comerica
CMA
$9.84B
$396K 0.05%
6,712
-16,318
PGR icon
330
Progressive
PGR
$121B
$396K 0.05%
+1,398
DESP
331
DELISTED
Despegar.com
DESP
$395K 0.05%
21,046
-147,813
YORW icon
332
York Water
YORW
$459M
$383K 0.05%
11,035
+994
PZZA icon
333
Papa John's
PZZA
$1.7B
$381K 0.05%
+9,284
BOOT icon
334
Boot Barn
BOOT
$5.68B
$375K 0.05%
+3,490
CPK icon
335
Chesapeake Utilities
CPK
$3.07B
$375K 0.05%
2,919
-7
EVRG icon
336
Evergy
EVRG
$17.7B
$375K 0.05%
5,436
-18,733
NX icon
337
Quanex
NX
$606M
$373K 0.05%
+20,071
ADSK icon
338
Autodesk
ADSK
$63.9B
$373K 0.05%
1,424
+572
CVI icon
339
CVR Energy
CVI
$3.67B
$371K 0.05%
19,132
-8,803
AMAT icon
340
Applied Materials
AMAT
$186B
$368K 0.05%
2,536
-11,364
PYPL icon
341
PayPal
PYPL
$61.9B
$368K 0.05%
5,640
+27
EQT icon
342
EQT Corp
EQT
$34.7B
$361K 0.04%
6,763
TM icon
343
Toyota
TM
$267B
$358K 0.04%
+2,029
BLMN icon
344
Bloomin' Brands
BLMN
$581M
$355K 0.04%
+49,576
WELL icon
345
Welltower
WELL
$126B
$354K 0.04%
2,313
-96
ARTNA icon
346
Artesian Resources
ARTNA
$331M
$351K 0.04%
10,741
+379
SNN icon
347
Smith & Nephew
SNN
$15.7B
$350K 0.04%
12,339
TRGP icon
348
Targa Resources
TRGP
$33.4B
$349K 0.04%
1,741
-98
DK icon
349
Delek US
DK
$2.32B
$348K 0.04%
+23,109
FDX icon
350
FedEx
FDX
$59.7B
$347K 0.04%
1,424
-1,569
12 13
14
15 16