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
251
$519K 0.03%
56,055
+44,397
252
$514K 0.03%
24,400
-39,950
253
$509K 0.03%
+22,957
254
$502K 0.03%
+10,755
255
$499K 0.03%
+15,000
256
$496K 0.03%
+4,714
257
$490K 0.03%
+13,916
258
$487K 0.03%
3,593
+1,389
259
$480K 0.03%
+8,042
260
$472K 0.03%
+20,642
261
$468K 0.03%
1,572
-644
262
$464K 0.03%
1,765
-1,545
263
$458K 0.03%
+5,271
264
$457K 0.03%
31,645
+21,005
265
$450K 0.03%
+19,428
266
$444K 0.03%
+161,286
267
$439K 0.03%
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268
$439K 0.03%
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269
$435K 0.03%
+2,447
270
$428K 0.03%
+14,675
271
$417K 0.03%
+8,299
272
$416K 0.03%
8,030
-1,747
273
$405K 0.03%
5,920
-3,073
274
$402K 0.03%
64,263
-611,046
275
$392K 0.03%
4,990
-80
9 10
11
12 13