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
XOP icon
151
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.81B
$1.54M 0.19%
11,681
-8,654
INR
152
Infinity Natural Resources
INR
$173M
$1.53M 0.19%
+81,607
KEYS icon
153
Keysight
KEYS
$31.7B
$1.52M 0.19%
+10,140
HELE icon
154
Helen of Troy
HELE
$436M
$1.52M 0.19%
28,336
+7,049
SIMO icon
155
Silicon Motion
SIMO
$3.33B
$1.51M 0.19%
29,903
+23,292
SBUX icon
156
Starbucks
SBUX
$93B
$1.51M 0.19%
+15,403
NOV icon
157
NOV
NOV
$5.43B
$1.44M 0.18%
+94,483
CWT icon
158
California Water Service
CWT
$2.63B
$1.44M 0.18%
29,642
+9,112
GIS icon
159
General Mills
GIS
$24.6B
$1.43M 0.18%
23,893
-4,461
PRGO icon
160
Perrigo
PRGO
$2.79B
$1.42M 0.17%
50,630
-670
AUB icon
161
Atlantic Union Bankshares
AUB
$4.6B
$1.42M 0.17%
45,531
+8,731
ALHC icon
162
Alignment Healthcare
ALHC
$3.33B
$1.37M 0.17%
73,674
-5,414
GSHD icon
163
Goosehead Insurance
GSHD
$1.68B
$1.36M 0.17%
11,489
+8,715
AAON icon
164
Aaon
AAON
$7.93B
$1.36M 0.17%
+17,344
IAS icon
165
Integral Ad Science
IAS
$1.71B
$1.35M 0.17%
167,575
-149,969
CURB
166
Curbline Properties
CURB
$2.41B
$1.35M 0.17%
+55,791
BIDU icon
167
Baidu
BIDU
$41.8B
$1.35M 0.17%
14,652
-1,412
SPMO icon
168
Invesco S&P 500 Momentum ETF
SPMO
$16.9B
$1.34M 0.16%
+14,479
WTW icon
169
Willis Towers Watson
WTW
$30B
$1.34M 0.16%
3,963
-1,312
GILD icon
170
Gilead Sciences
GILD
$149B
$1.33M 0.16%
+11,837
HTBK icon
171
Heritage Commerce
HTBK
$643M
$1.32M 0.16%
138,898
-416
AGCO icon
172
AGCO
AGCO
$7.84B
$1.31M 0.16%
+14,174
GOOGL icon
173
Alphabet (Google) Class A
GOOGL
$3.41T
$1.3M 0.16%
+8,432
GGG icon
174
Graco
GGG
$13.5B
$1.3M 0.16%
15,562
-19,474
PD icon
175
PagerDuty
PD
$1.49B
$1.28M 0.16%
70,258
+7,385
5 6
7
8 9