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
X
126
DELISTED
US Steel
X
$1.91M 0.24%
45,297
+26,849
EQIX icon
127
Equinix
EQIX
$81.3B
$1.88M 0.23%
2,306
+375
SBAC icon
128
SBA Communications
SBAC
$20.3B
$1.87M 0.23%
8,506
-8,309
FITB icon
129
Fifth Third Bancorp
FITB
$27.3B
$1.86M 0.23%
+47,363
ETR icon
130
Entergy
ETR
$43.3B
$1.84M 0.23%
21,503
+17,969
AXON icon
131
Axon Enterprise
AXON
$56.8B
$1.82M 0.22%
3,463
+1,173
ZION icon
132
Zions Bancorporation
ZION
$7.66B
$1.81M 0.22%
+36,240
MNRO icon
133
Monro
MNRO
$445M
$1.8M 0.22%
+124,497
CON
134
Concentra Group Holdings
CON
$2.54B
$1.8M 0.22%
82,999
+2,472
AKRO icon
135
Akero Therapeutics
AKRO
$4.34B
$1.79M 0.22%
44,151
-3,549
ARCC icon
136
Ares Capital
ARCC
$14.5B
$1.77M 0.22%
79,656
-12,936
WHR icon
137
Whirlpool
WHR
$3.93B
$1.76M 0.22%
19,489
+1,883
MO icon
138
Altria Group
MO
$95.3B
$1.75M 0.22%
29,152
+21
LUV icon
139
Southwest Airlines
LUV
$15.7B
$1.7M 0.21%
+50,742
ARKG icon
140
ARK Genomic Revolution ETF
ARKG
$1.22B
$1.68M 0.21%
81,064
+19,631
MATV icon
141
Mativ Holdings
MATV
$575M
$1.68M 0.21%
+269,253
CRMT icon
142
America's Car Mart
CRMT
$178M
$1.67M 0.21%
36,763
+13,333
WM icon
143
Waste Management
WM
$78.9B
$1.65M 0.2%
7,130
-27,117
BRX icon
144
Brixmor Property Group
BRX
$7.92B
$1.64M 0.2%
+61,794
EHAB icon
145
Enhabit
EHAB
$410M
$1.63M 0.2%
185,716
+12,233
MWA icon
146
Mueller Water Products
MWA
$3.98B
$1.63M 0.2%
+63,948
META icon
147
Meta Platforms (Facebook)
META
$1.64T
$1.6M 0.2%
2,778
-3,400
AWR icon
148
American States Water
AWR
$2.72B
$1.58M 0.19%
20,074
+275
VRT icon
149
Vertiv
VRT
$73.1B
$1.57M 0.19%
21,813
+7,023
CWCO icon
150
Consolidated Water Co
CWCO
$547M
$1.57M 0.19%
64,165
+43,845
4 5
6
7 8