AI

Atom Investors Portfolio holdings

AUM $1.13B
1-Year Est. Return 11.83%
This Quarter Est. Return
1 Year Est. Return
+11.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$813M
AUM Growth
+$7.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$14.5M
3
+$11.4M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$10.1M
5
OSIS icon
OSI Systems
OSIS
+$7.44M

Top Sells

1
+$32.9M
2
+$7.03M
3
+$6.49M
4
FTV icon
Fortive
FTV
+$6.44M
5
WM icon
Waste Management
WM
+$6.28M

Sector Composition

1 Industrials 13.31%
2 Financials 12.47%
3 Consumer Discretionary 12.24%
4 Technology 10.9%
5 Healthcare 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STM icon
51
STMicroelectronics
STM
$21.8B
$4.37M 0.54%
+199,177
SPYV icon
52
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$29.1B
$4.32M 0.53%
+84,534
CSL icon
53
Carlisle Companies
CSL
$13.6B
$4.27M 0.52%
12,526
+2,311
PHIN icon
54
Phinia Inc
PHIN
$2B
$4.17M 0.51%
98,389
+17,854
SGI
55
Somnigroup International
SGI
$16.7B
$4.04M 0.5%
67,546
-12,104
OMF icon
56
OneMain Financial
OMF
$7.04B
$4.02M 0.5%
82,335
+17,023
SSB icon
57
SouthState Bank Corp
SSB
$8.91B
$4.02M 0.49%
43,276
+40,313
MBUU icon
58
Malibu Boats
MBUU
$536M
$4M 0.49%
130,502
+52,326
RBC icon
59
RBC Bearings
RBC
$13.5B
$3.73M 0.46%
11,585
-45
JNPR
60
DELISTED
Juniper Networks
JNPR
$3.67M 0.45%
+101,481
XLU icon
61
Utilities Select Sector SPDR Fund
XLU
$21.9B
$3.65M 0.45%
46,276
+27,559
TTEK icon
62
Tetra Tech
TTEK
$8.4B
$3.65M 0.45%
124,700
+70,420
IGV icon
63
iShares Expanded Tech-Software Sector ETF
IGV
$10.3B
$3.62M 0.45%
40,713
+18,645
MCO icon
64
Moody's
MCO
$85.7B
$3.5M 0.43%
7,519
-1,738
NUVL icon
65
Nuvalent
NUVL
$7.22B
$3.47M 0.43%
48,935
-13
LSCC icon
66
Lattice Semiconductor
LSCC
$9.99B
$3.45M 0.42%
65,713
+13,555
OIH icon
67
VanEck Oil Services ETF
OIH
$1.04B
$3.41M 0.42%
13,016
+5,324
MTZ icon
68
MasTec
MTZ
$16.1B
$3.41M 0.42%
29,188
+1,853
NVDA icon
69
NVIDIA
NVDA
$4.93T
$3.38M 0.42%
31,190
HAE icon
70
Haemonetics
HAE
$2.41B
$3.36M 0.41%
52,795
-10,647
CMPO icon
71
CompoSecure Inc
CMPO
$2.03B
$3.34M 0.41%
306,914
+8,245
PSA icon
72
Public Storage
PSA
$48.9B
$3.3M 0.41%
11,023
+2,717
IVE icon
73
iShares S&P 500 Value ETF
IVE
$42.3B
$3.28M 0.4%
+17,225
CWH icon
74
Camping World
CWH
$827M
$3.27M 0.4%
202,324
-1,263
MSFT icon
75
Microsoft
MSFT
$3.85T
$3.21M 0.4%
8,561
1 2
3
4 5