AI

Atom Investors Portfolio holdings

AUM $1.4B
1-Year Est. Return 23.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.77%
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
CBL
426
CBL Properties
CBL
$1.5B
$358K 0.03%
9,676
+849
VTR icon
427
Ventas
VTR
$39.9B
$354K 0.03%
+4,573
FITB
428
Fifth Third Bancorp
FITB
$47.1B
$354K 0.03%
7,556
+17
MAGN
429
Magnera Corp
MAGN
$399M
$348K 0.03%
22,994
-20,447
CVNA icon
430
Carvana
CVNA
$47.6B
$348K 0.03%
4,120
-43,575
DIN icon
431
Dine Brands
DIN
$373M
$335K 0.03%
+10,413
VCYT icon
432
Veracyte
VCYT
$3.89B
$323K 0.03%
7,679
XLI icon
433
State Street Industrial Select Sector SPDR ETF
XLI
$30.5B
$317K 0.03%
2,046
-65,665
GPI icon
434
Group 1 Automotive
GPI
$3.7B
$311K 0.02%
+792
HFWA icon
435
Heritage Financial
HFWA
$1.15B
$309K 0.02%
+13,048
EVRG icon
436
Evergy
EVRG
$19.2B
$308K 0.02%
+4,251
FSLR icon
437
First Solar
FSLR
$30B
$306K 0.02%
1,173
-1,536
EBF icon
438
Ennis
EBF
$521M
$305K 0.02%
16,929
-401
SCVL icon
439
Shoe Carnival
SCVL
$449M
$304K 0.02%
+18,018
ALL icon
440
Allstate
ALL
$56.9B
$301K 0.02%
+1,448
KLC
441
KinderCare Learning Companies
KLC
$468M
$301K 0.02%
+69,757
CDXS icon
442
Codexis
CDXS
$233M
$301K 0.02%
+184,655
BURL icon
443
Burlington
BURL
$20B
$297K 0.02%
1,028
-1,253
BCC icon
444
Boise Cascade
BCC
$2.4B
$296K 0.02%
+4,016
EMN icon
445
Eastman Chemical
EMN
$8.21B
$293K 0.02%
4,589
-6,317
CMCSA icon
446
Comcast
CMCSA
$85.1B
$289K 0.02%
9,668
-134,408
VOYA icon
447
Voya Financial
VOYA
$7.86B
$289K 0.02%
3,877
-3,178
MPC icon
448
Marathon Petroleum
MPC
$76.5B
$284K 0.02%
1,745
+609
COLL icon
449
Collegium Pharmaceutical
COLL
$1.08B
$284K 0.02%
6,124
+294
VERX icon
450
Vertex
VERX
$2.13B
$281K 0.02%
14,067
+3,990
16 17
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