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
$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
Health Care Select Sector SPDR Fund
XLV
+$10.1M
5
XLF icon
Financial Select Sector SPDR Fund
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 10.55%
3 Healthcare 9.62%
4 Financials 9.12%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HR icon
351
Healthcare Realty
HR
$6.2B
$511K 0.05%
+32,212
AMD icon
352
Advanced Micro Devices
AMD
$421B
$511K 0.05%
3,600
-463
CBRL icon
353
Cracker Barrel
CBRL
$718M
$509K 0.05%
+8,332
DX
354
Dynex Capital
DX
$1.95B
$509K 0.05%
+41,643
INVH icon
355
Invitation Homes
INVH
$17.4B
$501K 0.04%
+15,282
C icon
356
Citigroup
C
$182B
$501K 0.04%
+5,883
MTCH icon
357
Match Group
MTCH
$7.82B
$491K 0.04%
+15,884
WSBC icon
358
WesBanco
WSBC
$2.91B
$485K 0.04%
+15,348
WMG icon
359
Warner Music
WMG
$16.1B
$484K 0.04%
+17,754
COO icon
360
Cooper Companies
COO
$13.9B
$481K 0.04%
+6,764
ECL icon
361
Ecolab
ECL
$72.9B
$477K 0.04%
1,772
-101
FRPT icon
362
Freshpet
FRPT
$2.74B
$473K 0.04%
+6,960
URI icon
363
United Rentals
URI
$54.6B
$471K 0.04%
+625
HST icon
364
Host Hotels & Resorts
HST
$11.1B
$468K 0.04%
+30,464
MCD icon
365
McDonald's
MCD
$211B
$468K 0.04%
1,601
-1,229
IVT icon
366
InvenTrust Properties
IVT
$2.14B
$462K 0.04%
+16,862
FORM icon
367
FormFactor
FORM
$4.35B
$456K 0.04%
+13,244
LEGN icon
368
Legend Biotech
LEGN
$5.93B
$451K 0.04%
+12,696
MA icon
369
Mastercard
MA
$489B
$442K 0.04%
786
-612
KAR icon
370
Openlane
KAR
$2.83B
$437K 0.04%
+17,863
CSWC icon
371
Capital Southwest
CSWC
$1.14B
$435K 0.04%
+19,751
VRTX icon
372
Vertex Pharmaceuticals
VRTX
$109B
$432K 0.04%
+970
VTS icon
373
Vitesse Energy
VTS
$829M
$431K 0.04%
19,506
-362
EWCZ icon
374
European Wax Center
EWCZ
$165M
$429K 0.04%
76,119
-128,581
GRND icon
375
Grindr
GRND
$2.63B
$428K 0.04%
+18,854
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15
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