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
APD icon
76
Air Products & Chemicals
APD
$60.7B
$4.84M 0.37%
17,759
-237
COR icon
77
Cencora
COR
$69.9B
$4.84M 0.37%
+15,494
IBB icon
78
iShares Biotechnology ETF
IBB
$8.54B
$4.84M 0.37%
33,539
+4,113
DHR icon
79
Danaher
DHR
$155B
$4.83M 0.37%
24,376
+13,716
FICO icon
80
Fair Isaac
FICO
$34.7B
$4.66M 0.35%
3,116
-926
AAP icon
81
Advance Auto Parts
AAP
$2.88B
$4.64M 0.35%
75,528
-25,343
EHC icon
82
Encompass Health
EHC
$9.51B
$4.62M 0.35%
+36,407
RSP icon
83
Invesco S&P 500 Equal Weight ETF
RSP
$82.2B
$4.62M 0.35%
24,366
-36,426
SSB icon
84
SouthState Bank Corp
SSB
$10.1B
$4.61M 0.35%
46,633
-54,665
BMY icon
85
Bristol-Myers Squibb
BMY
$112B
$4.58M 0.35%
101,509
+49,292
ONTO icon
86
Onto Innovation
ONTO
$10B
$4.55M 0.35%
35,223
+32,378
CMCSA icon
87
Comcast
CMCSA
$108B
$4.53M 0.34%
144,076
+31,562
XLP icon
88
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.3B
$4.45M 0.34%
+56,745
AEE icon
89
Ameren
AEE
$27.9B
$4.38M 0.33%
41,977
+21,721
TSLX icon
90
Sixth Street Specialty
TSLX
$2.07B
$4.29M 0.33%
+187,604
CVGW icon
91
Calavo Growers
CVGW
$455M
$4.24M 0.32%
+164,891
PR icon
92
Permian Resources
PR
$12B
$4.24M 0.32%
331,339
+17,901
KHC icon
93
Kraft Heinz
KHC
$28.1B
$4.22M 0.32%
+162,130
BRBR icon
94
BellRing Brands
BRBR
$2.95B
$4.14M 0.31%
114,011
+109,217
AAPL icon
95
Apple
AAPL
$3.81T
$4.13M 0.31%
+16,216
LITE icon
96
Lumentum
LITE
$27.8B
$4.02M 0.31%
24,734
-47,918
NVDA icon
97
NVIDIA
NVDA
$4.65T
$3.87M 0.29%
20,767
-10,423
STE icon
98
Steris
STE
$25.8B
$3.86M 0.29%
15,593
-4,280
CSX icon
99
CSX Corp
CSX
$70.3B
$3.84M 0.29%
+108,216
ADP icon
100
Automatic Data Processing
ADP
$99.5B
$3.8M 0.29%
+12,957
2 3
4
5 6