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
$1.26B
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$21.4M
3
+$15.1M
4
CWST icon
Casella Waste Systems
CWST
+$11.4M
5
FFIV icon
F5
FFIV
+$10.8M

Top Sells

1
+$97.9M
2
+$67.3M
3
+$40.2M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$19.5M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$17.5M

Sector Composition

1 Industrials 17.84%
2 Healthcare 17.1%
3 Consumer Discretionary 15.33%
4 Technology 13%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USB icon
401
US Bancorp
USB
$87.5B
$420K 0.03%
7,870
-23
VRDN icon
402
Viridian Therapeutics
VRDN
$1.38B
$419K 0.03%
+13,470
BSY icon
403
Bentley Systems
BSY
$10.2B
$416K 0.03%
+10,888
CMPX icon
404
Compass Therapeutics
CMPX
$353M
$415K 0.03%
77,281
-29,393
RHI icon
405
Robert Half
RHI
$2.77B
$410K 0.03%
+15,096
BBBY
406
Bed Bath & Beyond
BBBY
$402M
$408K 0.03%
74,771
+45,382
SNN icon
407
Smith & Nephew
SNN
$13.3B
$405K 0.03%
12,339
BBAI icon
408
BigBear.ai
BBAI
$1.98B
$398K 0.03%
+73,613
MDT icon
409
Medtronic
MDT
$103B
$396K 0.03%
4,119
+1,774
MVST icon
410
Microvast
MVST
$657M
$393K 0.03%
140,298
+125,753
OTIS icon
411
Otis Worldwide
OTIS
$29.6B
$392K 0.03%
4,492
-18,416
XHB icon
412
State Street SPDR S&P Homebuilders ETF
XHB
$1.54B
$387K 0.03%
3,759
-138,150
RXRX icon
413
Recursion Pharmaceuticals
RXRX
$1.79B
$386K 0.03%
+94,287
JANX icon
414
Janux Therapeutics
JANX
$874M
$386K 0.03%
+27,942
SIRI icon
415
SiriusXM
SIRI
$9.16B
$383K 0.03%
+19,173
XLF icon
416
State Street Financial Select Sector SPDR ETF
XLF
$51.5B
$380K 0.03%
6,940
-328,203
ACGL icon
417
Arch Capital
ACGL
$33.1B
$376K 0.03%
3,923
-113
PGR icon
418
Progressive
PGR
$116B
$374K 0.03%
1,643
-26,477
SOLV icon
419
Solventum
SOLV
$11.6B
$374K 0.03%
+4,716
WELL icon
420
Welltower
WELL
$153B
$372K 0.03%
+2,005
CHRW icon
421
C.H. Robinson
CHRW
$20.9B
$369K 0.03%
+2,298
EXC icon
422
Exelon
EXC
$47.6B
$369K 0.03%
8,472
-2,369
DTE icon
423
DTE Energy
DTE
$31B
$367K 0.03%
2,843
+1,115
PRCT icon
424
Procept Biorobotics
PRCT
$1.4B
$364K 0.03%
11,585
-11,171
Z icon
425
Zillow
Z
$10.4B
$363K 0.03%
5,324
-17,303
15 16
17
18 19