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
$1.32B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$58.4M
2
+$21.7M
3
+$15.8M
4
VNOM icon
Viper Energy
VNOM
+$10.2M
5
MIDD icon
Middleby
MIDD
+$9.75M

Top Sells

1
+$11.4M
2
+$9.54M
3
+$9.16M
4
CVX icon
Chevron
CVX
+$9.09M
5
LITE icon
Lumentum
LITE
+$7.8M

Sector Composition

1 Industrials 10.76%
2 Healthcare 10.22%
3 Technology 9.97%
4 Consumer Discretionary 8.96%
5 Financials 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HURN icon
26
Huron Consulting
HURN
$2.91B
$8.23M 0.62%
56,093
+50,247
SHW icon
27
Sherwin-Williams
SHW
$87.9B
$7.93M 0.6%
+22,900
GPGI
28
GPGI Inc
GPGI
$6.82B
$7.78M 0.59%
373,662
+25,586
IGV icon
29
iShares Expanded Tech-Software Sector ETF
IGV
$6.07B
$7.68M 0.58%
66,735
+44,009
PRGO icon
30
Perrigo
PRGO
$1.96B
$7.45M 0.56%
334,603
+122,834
VECO icon
31
Veeco
VECO
$1.88B
$7.32M 0.56%
+240,687
HTGC icon
32
Hercules Capital
HTGC
$3.37B
$7.29M 0.55%
385,594
-2,889
CRM icon
33
Salesforce
CRM
$199B
$7.16M 0.54%
30,215
-25,363
OIH icon
34
VanEck Oil Services ETF
OIH
$1.83B
$7.03M 0.53%
27,029
+3,728
PGR icon
35
Progressive
PGR
$122B
$6.94M 0.53%
28,120
+26,830
UHS icon
36
Universal Health Services
UHS
$12.6B
$6.88M 0.52%
33,638
+29,131
XLE icon
37
State Street Energy Select Sector SPDR ETF
XLE
$31.5B
$6.87M 0.52%
153,760
+18,736
NOW icon
38
ServiceNow
NOW
$122B
$6.86M 0.52%
37,275
+31,970
FUN icon
39
Cedar Fair
FUN
$1.83B
$6.79M 0.51%
298,657
+134,516
AAON icon
40
Aaon
AAON
$7.43B
$6.74M 0.51%
72,132
+24,758
NKE icon
41
Nike
NKE
$91.5B
$6.72M 0.51%
96,402
-53,149
BRO icon
42
Brown & Brown
BRO
$24.2B
$6.65M 0.5%
70,910
+52,914
TYL icon
43
Tyler Technologies
TYL
$15.9B
$6.65M 0.5%
12,703
+5,357
MTUM icon
44
iShares MSCI USA Momentum Factor ETF
MTUM
$21.3B
$6.62M 0.5%
+25,821
WM icon
45
Waste Management
WM
$89.5B
$6.48M 0.49%
29,326
+14,441
PPL icon
46
PPL Corp
PPL
$26.8B
$6.46M 0.49%
173,869
+48,134
PFSI icon
47
PennyMac Financial
PFSI
$5.19B
$6.42M 0.49%
+51,821
PCG icon
48
PG&E
PCG
$33.9B
$6.39M 0.48%
423,665
+83,787
SMH icon
49
VanEck Semiconductor ETF
SMH
$43.6B
$6.38M 0.48%
19,557
+10,871
XLK icon
50
State Street Technology Select Sector SPDR ETF
XLK
$92.3B
$6.16M 0.47%
43,744
+23,508
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