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
$1.13B
AUM Growth
+$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$65.1M
2
+$12.4M
3
+$11M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$10.1M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$9.92M

Top Sells

1
+$11.5M
2
+$11.4M
3
+$9.37M
4
RF icon
Regions Financial
RF
+$8.26M
5
MAS icon
Masco
MAS
+$7.55M

Sector Composition

1 Consumer Discretionary 11.38%
2 Technology 10.55%
3 Healthcare 9.62%
4 Financials 9.12%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GSHD icon
176
Goosehead Insurance
GSHD
$1.68B
$1.84M 0.16%
17,466
+5,977
WMS icon
177
Advanced Drainage Systems
WMS
$10.7B
$1.84M 0.16%
+16,003
INR
178
Infinity Natural Resources
INR
$173M
$1.78M 0.16%
97,074
+15,467
PZZA icon
179
Papa John's
PZZA
$1.61B
$1.77M 0.16%
36,256
+26,972
GVA icon
180
Granite Construction
GVA
$4.53B
$1.72M 0.15%
+18,447
ALK icon
181
Alaska Air
ALK
$4.75B
$1.71M 0.15%
+34,630
AGS
182
DELISTED
PlayAGS
AGS
$1.7M 0.15%
+136,054
ACHC icon
183
Acadia Healthcare
ACHC
$1.93B
$1.67M 0.15%
73,395
-98,457
ARKG icon
184
ARK Genomic Revolution ETF
ARKG
$1.22B
$1.66M 0.15%
68,322
-12,742
MKC icon
185
McCormick & Company Non-Voting
MKC
$17.2B
$1.66M 0.15%
21,830
+9,394
MNRO icon
186
Monro
MNRO
$445M
$1.65M 0.15%
110,668
-13,829
BUD icon
187
AB InBev
BUD
$119B
$1.65M 0.15%
+23,960
DG icon
188
Dollar General
DG
$21.6B
$1.61M 0.14%
+14,116
AHR icon
189
American Healthcare REIT
AHR
$7.6B
$1.59M 0.14%
+43,248
EA icon
190
Electronic Arts
EA
$49.9B
$1.57M 0.14%
+9,829
PLOW icon
191
Douglas Dynamics
PLOW
$700M
$1.56M 0.14%
52,894
-42,296
AMBA icon
192
Ambarella
AMBA
$3.71B
$1.55M 0.14%
+23,533
ECVT icon
193
Ecovyst
ECVT
$937M
$1.55M 0.14%
188,817
-722
ARKK icon
194
ARK Innovation ETF
ARKK
$9.13B
$1.55M 0.14%
+22,106
SONY icon
195
Sony
SONY
$166B
$1.54M 0.14%
+59,321
JNPR
196
DELISTED
Juniper Networks
JNPR
$1.53M 0.14%
38,359
-63,122
HUBG icon
197
HUB Group
HUBG
$2.19B
$1.53M 0.14%
+45,778
CURB
198
Curbline Properties
CURB
$2.41B
$1.53M 0.14%
66,895
+11,104
TCOM icon
199
Trip.com Group
TCOM
$46.6B
$1.52M 0.13%
+25,851
VRNA
200
DELISTED
Verona Pharma
VRNA
$1.52M 0.13%
16,023
-15,204
6 7
8
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