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
CIEN icon
176
Ciena
CIEN
$26.7B
$1.28M 0.16%
+21,179
CHTR icon
177
Charter Communications
CHTR
$28.8B
$1.27M 0.16%
+3,456
LZ icon
178
LegalZoom.com
LZ
$1.82B
$1.26M 0.16%
146,497
-248,599
MTH icon
179
Meritage Homes
MTH
$4.63B
$1.25M 0.15%
+17,577
PEB icon
180
Pebblebrook Hotel Trust
PEB
$1.25B
$1.24M 0.15%
121,949
+23,660
GOOG icon
181
Alphabet (Google) Class C
GOOG
$3.43T
$1.23M 0.15%
7,865
-7,412
SM icon
182
SM Energy
SM
$2.22B
$1.23M 0.15%
+41,003
UGI icon
183
UGI
UGI
$7.2B
$1.2M 0.15%
+36,340
MCRI icon
184
Monarch Casino & Resort
MCRI
$1.65B
$1.2M 0.15%
15,451
NXPI icon
185
NXP Semiconductors
NXPI
$52.9B
$1.2M 0.15%
+6,292
MORN icon
186
Morningstar
MORN
$8.77B
$1.19M 0.15%
+3,960
ORIC icon
187
Oric Pharmaceuticals
ORIC
$1.23B
$1.18M 0.14%
210,706
+134,064
ECVT icon
188
Ecovyst
ECVT
$946M
$1.18M 0.14%
189,539
-2,568
BG icon
189
Bunge Global
BG
$18.8B
$1.17M 0.14%
+15,363
OC icon
190
Owens Corning
OC
$10.4B
$1.17M 0.14%
8,215
-4,189
JNJ icon
191
Johnson & Johnson
JNJ
$449B
$1.17M 0.14%
+7,025
ALGM icon
192
Allegro MicroSystems
ALGM
$5.36B
$1.16M 0.14%
46,016
-18,700
MANH icon
193
Manhattan Associates
MANH
$10.9B
$1.16M 0.14%
+6,679
JETS icon
194
US Global Jets ETF
JETS
$753M
$1.16M 0.14%
+55,618
SKT icon
195
Tanger
SKT
$3.71B
$1.14M 0.14%
+33,795
SBH icon
196
Sally Beauty Holdings
SBH
$1.41B
$1.14M 0.14%
125,958
+13,121
GS icon
197
Goldman Sachs
GS
$243B
$1.14M 0.14%
2,080
-5
ALAB icon
198
Astera Labs
ALAB
$31.8B
$1.13M 0.14%
18,945
+11,366
IRON icon
199
Disc Medicine
IRON
$3.17B
$1.12M 0.14%
+22,561
ERAS icon
200
Erasca
ERAS
$675M
$1.11M 0.14%
810,455
+35,038
6 7
8
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