AI

Atom Investors Portfolio holdings

AUM $1.32B
1-Year Est. Return 8.66%
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
Health Care Select Sector SPDR Fund
XLV
+$10.1M
5
XLF icon
Financial Select Sector SPDR Fund
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 10.55%
3 Healthcare 9.62%
4 Financials 9.12%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MAS icon
501
Masco
MAS
$12.5B
$216K 0.02%
3,360
-117,296
CWEN icon
502
Clearway Energy Class C
CWEN
$4.35B
$216K 0.02%
+6,748
KMB icon
503
Kimberly-Clark
KMB
$34.8B
$214K 0.02%
+1,657
BATRA icon
504
Atlanta Braves Holdings Series A
BATRA
$2.66B
$212K 0.02%
+4,306
JBHT icon
505
JB Hunt Transport Services
JBHT
$15.4B
$211K 0.02%
+1,469
S icon
506
SentinelOne
S
$5.5B
$206K 0.02%
+11,292
EZPW icon
507
Ezcorp Inc
EZPW
$1.11B
$206K 0.02%
+14,853
TGI
508
DELISTED
Triumph Group
TGI
$206K 0.02%
+7,986
MZTI
509
The Marzetti Company
MZTI
$4.68B
$206K 0.02%
1,190
-1,931
XHR
510
Xenia Hotels & Resorts
XHR
$1.31B
$206K 0.02%
+16,354
BGS icon
511
B&G Foods
BGS
$363M
$205K 0.02%
48,379
+14,574
MDT icon
512
Medtronic
MDT
$124B
$204K 0.02%
2,338
-5,073
HII icon
513
Huntington Ingalls Industries
HII
$12.3B
$202K 0.02%
+838
GSBD icon
514
Goldman Sachs BDC
GSBD
$1.1B
$202K 0.02%
+17,975
MRTN icon
515
Marten Transport
MRTN
$783M
$200K 0.02%
15,404
-36,938
REAL icon
516
The RealReal
REAL
$1.63B
$198K 0.02%
+41,290
COHU icon
517
Cohu
COHU
$1.02B
$197K 0.02%
+10,237
EVGO icon
518
EVgo
EVGO
$389M
$194K 0.02%
53,217
+19,662
AXGN icon
519
Axogen
AXGN
$1.1B
$187K 0.02%
+17,251
TDOC icon
520
Teladoc Health
TDOC
$1.21B
$186K 0.02%
+21,371
KALV icon
521
KalVista Pharmaceuticals
KALV
$696M
$184K 0.02%
+16,312
CORZ icon
522
Core Scientific
CORZ
$4.66B
$180K 0.02%
+10,534
HPP
523
Hudson Pacific Properties
HPP
$767M
$179K 0.02%
65,450
-3,782
RC
524
Ready Capital
RC
$418M
$175K 0.02%
+39,939
SERV
525
Serve Robotics
SERV
$618M
$170K 0.02%
14,874
+268
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