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
251
$718K 0.09%
52,342
-4,098
252
$715K 0.09%
+10,569
253
$714K 0.09%
106,867
-23,794
254
$713K 0.09%
+39,811
255
$712K 0.09%
+264,842
256
$712K 0.09%
+2,664
257
$711K 0.09%
4,481
+371
258
$704K 0.09%
57,274
-5,521
259
$690K 0.08%
+15,788
260
$688K 0.08%
+4,159
261
$684K 0.08%
45,919
-22,565
262
$679K 0.08%
+4,855
263
$677K 0.08%
+93,167
264
$670K 0.08%
42,109
-14,061
265
$669K 0.08%
4,368
-1,701
266
$666K 0.08%
7,411
-27,951
267
$666K 0.08%
29,133
+21,968
268
$665K 0.08%
18,014
-79,626
269
$664K 0.08%
46,591
-44,861
270
$607K 0.07%
8,103
-770
271
$604K 0.07%
8,430
-14,942
272
$602K 0.07%
2,433
-12,818
273
$600K 0.07%
+10,910
274
$594K 0.07%
+5,913
275
$582K 0.07%
+27,397
9 10
11
12 13