AI

Atom Investors Portfolio holdings

AUM $1.26B
1-Year Est. Return 13.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.46%
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
+$56.2M
2
+$20.6M
3
+$15.1M
4
MIDD icon
Middleby
MIDD
+$10.2M
5
VNOM icon
Viper Energy
VNOM
+$10.2M

Top Sells

1
+$11.2M
2
+$9.69M
3
+$9.09M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$8.75M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.45M

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
GILD icon
126
Gilead Sciences
GILD
$179B
$2.93M 0.22%
+26,398
HTO
127
H2O America
HTO
$2.43B
$2.93M 0.22%
60,144
+298
INR
128
Infinity Natural Resources
INR
$330M
$2.91M 0.22%
221,617
+124,543
ETD icon
129
Ethan Allen Interiors
ETD
$568M
$2.9M 0.22%
+98,485
CHD icon
130
Church & Dwight Co
CHD
$23B
$2.87M 0.22%
32,758
+4,028
PPC icon
131
Pilgrim's Pride
PPC
$8.87B
$2.84M 0.22%
69,702
+36,226
WMS icon
132
Advanced Drainage Systems
WMS
$10.9B
$2.82M 0.21%
20,328
+4,325
CBSH icon
133
Commerce Bancshares
CBSH
$7.02B
$2.82M 0.21%
+49,505
CINF icon
134
Cincinnati Financial
CINF
$25.6B
$2.8M 0.21%
17,694
+1,728
VRTX icon
135
Vertex Pharmaceuticals
VRTX
$117B
$2.78M 0.21%
7,109
+6,139
QURE icon
136
uniQure
QURE
$977M
$2.76M 0.21%
+47,291
AMZN icon
137
Amazon
AMZN
$2.31T
$2.7M 0.2%
12,309
VGK icon
138
Vanguard FTSE Europe ETF
VGK
$30.4B
$2.68M 0.2%
+33,599
AJG icon
139
Arthur J. Gallagher & Co
AJG
$53.8B
$2.66M 0.2%
8,600
+1,603
STZ icon
140
Constellation Brands
STZ
$26.3B
$2.61M 0.2%
19,389
-25,928
CHH icon
141
Choice Hotels
CHH
$4.55B
$2.58M 0.2%
24,174
+13,498
ELS icon
142
Equity Lifestyle Properties
ELS
$13.2B
$2.58M 0.2%
+42,465
PKG icon
143
Packaging Corp of America
PKG
$19.3B
$2.53M 0.19%
+11,614
CLOV icon
144
Clover Health Investments
CLOV
$1.01B
$2.53M 0.19%
+826,591
BOX icon
145
Box
BOX
$3.39B
$2.51M 0.19%
+77,799
APLE icon
146
Apple Hospitality REIT
APLE
$2.79B
$2.45M 0.19%
+203,939
DNTH icon
147
Dianthus Therapeutics
DNTH
$3.41B
$2.4M 0.18%
+61,038
MNRO icon
148
Monro
MNRO
$469M
$2.4M 0.18%
133,510
+22,842
ADC icon
149
Agree Realty
ADC
$9.61B
$2.38M 0.18%
33,541
-75,046
SGHC icon
150
SGHC Ltd
SGHC
$5.4B
$2.33M 0.18%
+176,776
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