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
EXC icon
401
Exelon
EXC
$45.2B
$369K 0.03%
8,501
-240
LBRDK icon
402
Liberty Broadband Class C
LBRDK
$6.9B
$369K 0.03%
+3,750
TRGP icon
403
Targa Resources
TRGP
$43.1B
$365K 0.03%
2,096
+355
REFI
404
Chicago Atlantic Real Estate Finance
REFI
$261M
$360K 0.03%
25,764
+2,734
TARS icon
405
Tarsus Pharmaceuticals
TARS
$2.74B
$356K 0.03%
+8,788
ARMK icon
406
Aramark
ARMK
$10.1B
$353K 0.03%
+8,433
WELL icon
407
Welltower
WELL
$129B
$353K 0.03%
2,294
-19
UWMC icon
408
UWM Holdings
UWMC
$1.32B
$352K 0.03%
+85,067
JOBY icon
409
Joby Aviation
JOBY
$9.64B
$350K 0.03%
+33,128
IVZ icon
410
Invesco
IVZ
$12.1B
$348K 0.03%
+22,069
CENT icon
411
Central Garden & Pet Co
CENT
$2.11B
$347K 0.03%
+9,874
PGR icon
412
Progressive
PGR
$122B
$344K 0.03%
1,290
-108
NSC icon
413
Norfolk Southern
NSC
$65.4B
$344K 0.03%
+1,343
FLGT icon
414
Fulgent Genetics
FLGT
$810M
$343K 0.03%
17,257
+3,087
CPK icon
415
Chesapeake Utilities
CPK
$3.04B
$342K 0.03%
2,841
-78
SWKS icon
416
Skyworks Solutions
SWKS
$8.36B
$340K 0.03%
+4,561
NPK icon
417
National Presto Industries
NPK
$911M
$339K 0.03%
3,463
+1,083
EGBN icon
418
Eagle Bancorp
EGBN
$812M
$337K 0.03%
+17,311
KRNY icon
419
Kearny Financial
KRNY
$489M
$337K 0.03%
+52,138
VALE icon
420
Vale
VALE
$68.6B
$333K 0.03%
+34,306
CXW icon
421
CoreCivic
CXW
$1.94B
$332K 0.03%
+15,756
PTON icon
422
Peloton Interactive
PTON
$2.34B
$330K 0.03%
+47,584
OPEN icon
423
Opendoor
OPEN
$4.91B
$329K 0.03%
+637,790
NESR
424
National Energy Services Reunited Corp
NESR
$1.98B
$328K 0.03%
54,527
+42
VERA icon
425
Vera Therapeutics
VERA
$3.07B
$325K 0.03%
+13,789
15 16
17
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