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
$929M
AUM Growth
-$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$24.2M
3
+$21.8M
4
SONO icon
Sonos
SONO
+$19.7M
5
COST icon
Costco
COST
+$14.3M

Top Sells

1
+$90.7M
2
+$46.1M
3
+$42M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$39.1M
5
FSLY icon
Fastly
FSLY
+$33.3M

Sector Composition

1 Healthcare 15.6%
2 Technology 15.38%
3 Consumer Discretionary 12.14%
4 Financials 11.02%
5 Consumer Staples 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$711K 0.05%
+236,274
227
$685K 0.04%
14,284
+1,014
228
$671K 0.04%
3,555
-7,102
229
$671K 0.04%
+90,340
230
$669K 0.04%
+37,774
231
$661K 0.04%
4,068
+2,720
232
$654K 0.04%
6,954
-59,306
233
$640K 0.04%
+1,471
234
$634K 0.04%
+6,920
235
$633K 0.04%
+12,455
236
$632K 0.04%
3,910
237
$630K 0.04%
13,056
+8,362
238
$630K 0.04%
+5,000
239
$626K 0.04%
+23,876
240
$624K 0.04%
+2,663
241
$618K 0.04%
61,980
-26,956
242
$616K 0.04%
+16,738
243
$611K 0.04%
+128,574
244
$609K 0.04%
13,375
+5,852
245
$547K 0.04%
26,782
-163,354
246
$535K 0.03%
+8,258
247
$531K 0.03%
1,932
+761
248
$527K 0.03%
3,711
-3,139
249
$526K 0.03%
+31,472
250
$521K 0.03%
+10,922
8 9
10
11 12