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
$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
VTOL icon
126
Bristow Group
VTOL
$1.17B
$2.59M 0.23%
78,593
+5
CPB icon
127
Campbell Soup
CPB
$8.97B
$2.59M 0.23%
+84,467
ORIC icon
128
Oric Pharmaceuticals
ORIC
$1.28B
$2.56M 0.23%
252,653
+41,947
XLK icon
129
Technology Select Sector SPDR Fund
XLK
$98.9B
$2.56M 0.23%
+10,118
OMF icon
130
OneMain Financial
OMF
$7.04B
$2.54M 0.23%
44,598
-37,737
PPBI
131
DELISTED
Pacific Premier Bancorp
PPBI
$2.5M 0.22%
+118,712
IGV icon
132
iShares Expanded Tech-Software Sector ETF
IGV
$10.3B
$2.49M 0.22%
22,726
-17,987
JLL icon
133
Jones Lang LaSalle
JLL
$14.5B
$2.45M 0.22%
+9,585
SMH icon
134
VanEck Semiconductor ETF
SMH
$36.9B
$2.42M 0.21%
8,686
+4,099
BMY icon
135
Bristol-Myers Squibb
BMY
$93.8B
$2.42M 0.21%
+52,217
KWEB icon
136
KraneShares CSI China Internet ETF
KWEB
$9.18B
$2.4M 0.21%
69,957
+13,530
CINF icon
137
Cincinnati Financial
CINF
$24.1B
$2.38M 0.21%
15,966
+10,187
XPO icon
138
XPO
XPO
$16.9B
$2.35M 0.21%
+18,645
CCOI icon
139
Cogent Communications
CCOI
$2.03B
$2.35M 0.21%
48,756
+4,887
ASND icon
140
Ascendis Pharma
ASND
$12.2B
$2.32M 0.21%
+13,438
TXRH icon
141
Texas Roadhouse
TXRH
$10.9B
$2.3M 0.2%
+12,289
GD icon
142
General Dynamics
GD
$93.2B
$2.28M 0.2%
+7,831
AWR icon
143
American States Water
AWR
$2.75B
$2.27M 0.2%
29,580
+9,506
AJG icon
144
Arthur J. Gallagher & Co
AJG
$64.1B
$2.24M 0.2%
+6,997
EHAB icon
145
Enhabit
EHAB
$412M
$2.24M 0.2%
232,172
+46,456
ONB icon
146
Old National Bancorp
ONB
$7.98B
$2.22M 0.2%
+103,910
CRMT icon
147
America's Car Mart
CRMT
$184M
$2.21M 0.2%
39,397
+2,634
HIMS icon
148
Hims & Hers Health
HIMS
$10.3B
$2.19M 0.19%
+43,867
BRK.A icon
149
Berkshire Hathaway Class A
BRK.A
$1.03T
$2.19M 0.19%
3
WTTR icon
150
Select Water Solutions
WTTR
$1.21B
$2.18M 0.19%
252,049
-8,892
4 5
6
7 8