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
BRK.A icon
151
Berkshire Hathaway Class A
BRK.A
$1.04T
$2.26M 0.17%
3
GIII icon
152
G-III Apparel Group
GIII
$1.24B
$2.25M 0.17%
+84,739
HUM icon
153
Humana
HUM
$23.5B
$2.24M 0.17%
+8,618
MTB icon
154
M&T Bank
MTB
$34.1B
$2.23M 0.17%
11,294
+4,992
INDA icon
155
iShares MSCI India ETF
INDA
$9.13B
$2.21M 0.17%
42,413
-4,539
ZION icon
156
Zions Bancorporation
ZION
$8.85B
$2.19M 0.17%
38,619
-54,610
WSBC icon
157
WesBanco
WSBC
$3.39B
$2.18M 0.17%
68,331
+52,983
AKRO
158
DELISTED
Akero Therapeutics
AKRO
$2.18M 0.17%
45,838
+31,657
WAB icon
159
Wabtec
WAB
$39.3B
$2.17M 0.16%
+10,802
MCK icon
160
McKesson
MCK
$103B
$2.12M 0.16%
+2,749
SCI icon
161
Service Corp International
SCI
$11.3B
$2.12M 0.16%
+25,478
ARKG icon
162
ARK Genomic Revolution ETF
ARKG
$1.29B
$2.09M 0.16%
75,434
+7,112
OTIS icon
163
Otis Worldwide
OTIS
$33.3B
$2.09M 0.16%
22,908
+12,464
PZZA icon
164
Papa John's
PZZA
$1.15B
$2.09M 0.16%
43,400
+7,144
CPB icon
165
Campbell Soup
CPB
$8.34B
$2.08M 0.16%
65,927
-18,540
XME icon
166
State Street SPDR S&P Metals & Mining ETF
XME
$4.61B
$2.06M 0.16%
+22,124
LOPE icon
167
Grand Canyon Education
LOPE
$4.86B
$2.05M 0.16%
+9,351
WH icon
168
Wyndham Hotels & Resorts
WH
$5.5B
$2M 0.15%
25,056
+16,013
LAMR icon
169
Lamar Advertising Co
LAMR
$13B
$2M 0.15%
+16,314
DORM icon
170
Dorman Products
DORM
$3.8B
$1.99M 0.15%
+12,758
REG icon
171
Regency Centers
REG
$13.3B
$1.98M 0.15%
+27,133
LAZ icon
172
Lazard
LAZ
$5.04B
$1.96M 0.15%
+37,141
CCOI icon
173
Cogent Communications
CCOI
$1.19B
$1.91M 0.14%
49,792
+1,036
LEVI icon
174
Levi Strauss
LEVI
$7.76B
$1.88M 0.14%
80,611
-66,526
G icon
175
Genpact
G
$7.6B
$1.87M 0.14%
+44,695
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