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Atom Investors Portfolio holdings

AUM $1.4B
1-Year Est. Return 23.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.77%
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
+$56.2M
2
+$20.6M
3
+$15.1M
4
MIDD icon
Middleby
MIDD
+$10.2M
5
VNOM icon
Viper Energy
VNOM
+$10.2M

Top Sells

1
+$11.2M
2
+$9.69M
3
+$9.09M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$8.75M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.45M

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
1
$97.9M 7.42%
404,557
+89,729
2
$67.3M 5.1%
101,039
+87,731
3
$40.6M 3.07%
229,369
-51,802
4
$20.5M 1.55%
237,782
+13,258
5
$18.1M 1.37%
335,143
-212,128
6
$15.8M 1.2%
+26,313
7
$15.7M 1.19%
141,909
-42,813
8
$14.8M 1.12%
105,991
-14,749
9
$12.2M 0.93%
122,069
+38,005
10
$10.9M 0.82%
33,058
+7,607
11
$10.4M 0.79%
67,711
+18,933
12
$10.4M 0.79%
80,643
+58,579
13
$10.3M 0.78%
110,147
-15,936
14
$10.2M 0.78%
107,544
-4,964
15
$10.2M 0.77%
+267,132
16
$10.1M 0.76%
34,926
+33,207
17
$9.75M 0.74%
+73,378
18
$9.2M 0.7%
+84,282
19
$8.81M 0.67%
+276,239
20
$8.78M 0.67%
106,604
-4,357
21
$8.74M 0.66%
20,305
+10,605
22
$8.57M 0.65%
135,438
-39,095
23
$8.46M 0.64%
56,800
+13,798
24
$8.39M 0.64%
11,431
+8,813
25
$8.34M 0.63%
297,693
-18,526
1
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