AI

Atom Investors Portfolio holdings

AUM $1.32B
1-Year Est. Return 8.66%
This Quarter Est. Return
1 Year Est. Return
+8.66%
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 12.48%
3 Consumer Discretionary 12.24%
4 Technology 10.88%
5 Healthcare 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$841K 0.1%
+30,625
227
$837K 0.1%
+36,503
228
$831K 0.1%
19,908
-87,461
229
$829K 0.1%
+6,618
230
$824K 0.1%
+7,126
231
$823K 0.1%
170,465
+120,596
232
$818K 0.1%
+3,217
233
$815K 0.1%
80,924
+51,681
234
$813K 0.1%
+24,916
235
$809K 0.1%
204,700
-4,009
236
$800K 0.1%
+3,623
237
$798K 0.1%
98,798
+21,473
238
$797K 0.1%
10,708
-7,979
239
$797K 0.1%
+75,521
240
$793K 0.1%
14,962
+3,357
241
$772K 0.1%
+701,975
242
$766K 0.09%
1,398
-123
243
$762K 0.09%
+4,282
244
$756K 0.09%
66,223
+39,519
245
$754K 0.09%
5,675
-713
246
$750K 0.09%
4,347
-7
247
$749K 0.09%
+19,779
248
$745K 0.09%
20,422
+133
249
$726K 0.09%
3,428
+1,803
250
$720K 0.09%
25,148
-10,291
8 9
10
11 12