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
$1.26B
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$21.4M
3
+$15.1M
4
CWST icon
Casella Waste Systems
CWST
+$11.4M
5
FFIV icon
F5
FFIV
+$10.8M

Top Sells

1
+$97.9M
2
+$67.3M
3
+$40.2M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$19.5M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$17.5M

Sector Composition

1 Industrials 17.84%
2 Healthcare 17.1%
3 Consumer Discretionary 15.33%
4 Technology 13%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLX icon
176
Sixth Street Specialty
TSLX
$1.87B
$2.32M 0.18%
107,014
-80,590
UPST icon
177
Upstart Holdings
UPST
$3.13B
$2.3M 0.18%
+52,694
PKG icon
178
Packaging Corp of America
PKG
$19.4B
$2.27M 0.18%
11,008
-606
BRK.A icon
179
Berkshire Hathaway Class A
BRK.A
$1.02T
$2.26M 0.18%
3
AEBI
180
Aebi Schmidt Holding AG
AEBI
$904M
$2.25M 0.18%
+177,741
SNDK
181
Sandisk
SNDK
$176B
$2.25M 0.18%
9,468
+4,667
APD icon
182
Air Products & Chemicals
APD
$67B
$2.23M 0.18%
9,047
-8,712
TILE icon
183
Interface
TILE
$1.63B
$2.22M 0.18%
+79,591
PLYM
184
DELISTED
Plymouth Industrial REIT
PLYM
$2.22M 0.18%
+101,266
GLUE icon
185
Monte Rosa Therapeutics
GLUE
$1.5B
$2.15M 0.17%
+137,261
AEP icon
186
American Electric Power
AEP
$74.4B
$2.11M 0.17%
+18,275
CPT icon
187
Camden Property Trust
CPT
$10.4B
$2.09M 0.17%
+18,996
GH icon
188
Guardant Health
GH
$11.6B
$2.08M 0.17%
+20,383
CON
189
Concentra Group Holdings
CON
$2.9B
$2.08M 0.16%
105,549
+88,908
PSKY
190
Paramount Skydance Corp
PSKY
$12.3B
$2.07M 0.16%
+154,782
SGRY icon
191
Surgery Partners
SGRY
$1.87B
$2.07M 0.16%
+134,053
SDRL icon
192
Seadrill
SDRL
$3.08B
$2.07M 0.16%
+59,697
RPD icon
193
Rapid7
RPD
$424M
$2.05M 0.16%
135,154
+107,159
HUM icon
194
Humana
HUM
$28B
$2.05M 0.16%
8,003
-615
WRBY icon
195
Warby Parker
WRBY
$2.83B
$2.05M 0.16%
+94,048
HUBS icon
196
HubSpot
HUBS
$12.3B
$2.05M 0.16%
+5,102
TJX icon
197
TJX Companies
TJX
$174B
$2.02M 0.16%
13,148
+5,388
RKT icon
198
Rocket Companies
RKT
$41.4B
$2.01M 0.16%
103,955
+37,051
DK icon
199
Delek US
DK
$2.86B
$2M 0.16%
+67,524
SPT icon
200
Sprout Social
SPT
$391M
$2M 0.16%
+177,240
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