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
INDA icon
101
iShares MSCI India ETF
INDA
$9.49B
$2.48M 0.3%
48,084
+14,072
DVN icon
102
Devon Energy
DVN
$20.6B
$2.46M 0.3%
65,906
-42,185
CNP icon
103
CenterPoint Energy
CNP
$25B
$2.4M 0.29%
+66,147
BRK.A icon
104
Berkshire Hathaway Class A
BRK.A
$1.03T
$2.4M 0.29%
3
+1
ST icon
105
Sensata Technologies
ST
$4.64B
$2.39M 0.29%
98,651
+47,655
HCI icon
106
HCI Group
HCI
$2.64B
$2.36M 0.29%
15,784
+4,572
FN icon
107
Fabrinet
FN
$15.7B
$2.3M 0.28%
+11,622
SWIM icon
108
Latham Group
SWIM
$845M
$2.27M 0.28%
352,264
-52,922
BTSG icon
109
BrightSpring Health Services
BTSG
$5.96B
$2.24M 0.28%
123,607
+67,390
PLOW icon
110
Douglas Dynamics
PLOW
$697M
$2.21M 0.27%
95,190
-36,363
HTO
111
H2O America
HTO
$1.66B
$2.18M 0.27%
39,882
+16,480
ESI icon
112
Element Solutions
ESI
$6.47B
$2.16M 0.27%
95,720
-36,739
SKY icon
113
Champion Homes
SKY
$3.86B
$2.14M 0.26%
22,628
-29,260
CACI icon
114
CACI
CACI
$12.4B
$2.05M 0.25%
+5,582
AMZN icon
115
Amazon
AMZN
$2.61T
$2.04M 0.25%
10,731
TYL icon
116
Tyler Technologies
TYL
$20.6B
$2.04M 0.25%
+3,509
SMG icon
117
ScottsMiracle-Gro
SMG
$3.09B
$2.03M 0.25%
+36,992
CPT icon
118
Camden Property Trust
CPT
$10.6B
$2.03M 0.25%
16,582
+13,772
VRNA
119
DELISTED
Verona Pharma
VRNA
$1.98M 0.24%
+31,227
KWEB icon
120
KraneShares CSI China Internet ETF
KWEB
$9.18B
$1.97M 0.24%
56,427
+19,971
HUN icon
121
Huntsman Corp
HUN
$1.44B
$1.97M 0.24%
+124,600
FBIN icon
122
Fortune Brands Innovations
FBIN
$6.1B
$1.96M 0.24%
+32,196
ABT icon
123
Abbott
ABT
$215B
$1.95M 0.24%
14,713
-21,509
USB icon
124
US Bancorp
USB
$72.6B
$1.94M 0.24%
45,992
+8,064
SHW icon
125
Sherwin-Williams
SHW
$85.5B
$1.92M 0.24%
+5,494
3 4
5
6 7