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

Top Buys

1 +$56.2M
2 +$20.6M
3 +$15.1M
4
MIDD icon
Middleby
MIDD
+$10.2M
5
VNOM icon
Viper Energy
VNOM
+$10.2M

Top Sells

1 +$11.2M
2 +$9.69M
3 +$9.09M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$8.75M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.45M

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
DTE icon
476
DTE Energy
DTE
$31B
$244K 0.02%
1,728
CEG icon
477
Constellation Energy
CEG
$112B
$240K 0.02%
+728
NTGR icon
478
NETGEAR
NTGR
$690M
$238K 0.02%
+7,335
ALKT icon
479
Alkami Technology
ALKT
$1.73B
$237K 0.02%
9,558
-945
SFNC icon
480
Simmons First National
SFNC
$3.08B
$236K 0.02%
+12,335
CRCT icon
481
Cricut
CRCT
$905M
$236K 0.02%
37,556
+4,991
NEE icon
482
NextEra Energy
NEE
$202B
$235K 0.02%
+3,115
MLM icon
483
Martin Marietta Materials
MLM
$37B
$235K 0.02%
+373
SARO
484
StandardAero Inc
SARO
$8.16B
$235K 0.02%
+8,607
CDTX
485
DELISTED
Cidara Therapeutics
CDTX
$233K 0.02%
+2,436
CAE icon
486
CAE Inc
CAE
$8.32B
$232K 0.02%
+7,827
ROK icon
487
Rockwell Automation
ROK
$45.8B
$230K 0.02%
659
-11,569
CCL icon
488
Carnival Corp
CCL
$36.9B
$230K 0.02%
7,949
ENR icon
489
Energizer
ENR
$1.35B
$227K 0.02%
+9,134
WDFC icon
490
WD-40
WDFC
$2.84B
$226K 0.02%
+1,146
AISP
491
Airship AI Holdings
AISP
$83.9M
$226K 0.02%
+43,691
CSTL icon
492
Castle Biosciences
CSTL
$752M
$224K 0.02%
+9,827
ADBE icon
493
Adobe
ADBE
$101B
$224K 0.02%
+634
MDT icon
494
Medtronic
MDT
$103B
$223K 0.02%
2,345
+7
TVTX icon
495
Travere Therapeutics
TVTX
$4.08B
$223K 0.02%
9,331
-27,036
TRS icon
496
TriMas Corp
TRS
$1.41B
$219K 0.02%
5,668
-200,938
MPC icon
497
Marathon Petroleum
MPC
$72.5B
$219K 0.02%
1,136
-1,340
SGU icon
498
Star Group
SGU
$410M
$219K 0.02%
+18,476
AFG icon
499
American Financial Group
AFG
$10.9B
$218K 0.02%
+1,499
OMER icon
500
Omeros
OMER
$1.08B
$218K 0.02%
53,266
+41,133