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
ENSG icon
101
The Ensign Group
ENSG
$9.94B
$3.78M 0.29%
+21,888
PNW icon
102
Pinnacle West Capital
PNW
$11.2B
$3.77M 0.29%
42,048
-22,121
GOOG icon
103
Alphabet (Google) Class C
GOOG
$4.09T
$3.7M 0.28%
15,198
+8,306
APO icon
104
Apollo Global Management
APO
$78.1B
$3.69M 0.28%
+27,720
FIVN icon
105
FIVE9
FIVN
$1.38B
$3.64M 0.28%
+150,603
CVNA icon
106
Carvana
CVNA
$56.7B
$3.6M 0.27%
+9,539
ACVA icon
107
ACV Auctions
ACVA
$1.34B
$3.6M 0.27%
+363,112
ON icon
108
ON Semiconductor
ON
$24.1B
$3.59M 0.27%
72,810
+52,503
WIX icon
109
WIX.com
WIX
$4.76B
$3.58M 0.27%
20,179
+15,884
CL icon
110
Colgate-Palmolive
CL
$72.8B
$3.57M 0.27%
44,721
+4,690
SU icon
111
Suncor Energy
SU
$63.6B
$3.53M 0.27%
84,340
+66,440
AMTM
112
Amentum Holdings
AMTM
$8.72B
$3.46M 0.26%
+144,281
RBLX icon
113
Roblox
RBLX
$46.2B
$3.46M 0.26%
+24,946
GVA icon
114
Granite Construction
GVA
$5.27B
$3.45M 0.26%
31,465
+13,018
MRC
115
DELISTED
MRC Global
MRC
$3.38M 0.26%
234,584
+205,761
CHE icon
116
Chemed
CHE
$6.03B
$3.26M 0.25%
+7,289
XLU icon
117
State Street Utilities Select Sector SPDR ETF
XLU
$22B
$3.2M 0.24%
73,340
+9,098
WLY icon
118
John Wiley & Sons Class A
WLY
$1.64B
$3.16M 0.24%
78,184
+1
VICI icon
119
VICI Properties
VICI
$30B
$3.15M 0.24%
+96,684
MTN icon
120
Vail Resorts
MTN
$4.76B
$3.1M 0.24%
20,755
-31,072
ABM icon
121
ABM Industries
ABM
$2.77B
$3.06M 0.23%
66,341
-51,528
BOH icon
122
Bank of Hawaii
BOH
$2.97B
$3.06M 0.23%
+46,598
MSM icon
123
MSC Industrial Direct
MSM
$4.71B
$3.04M 0.23%
32,958
-6,086
XLY icon
124
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.9B
$3.04M 0.23%
25,340
-6,272
SAM icon
125
Boston Beer
SAM
$2.28B
$3M 0.23%
14,188
+4,116
3 4
5
6 7