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
276
$387K 0.03%
+12,800
277
$387K 0.03%
+3,931
278
$386K 0.03%
3,933
-98,401
279
$385K 0.03%
+5,727
280
$384K 0.03%
+2,047
281
$383K 0.02%
2,766
-310
282
$382K 0.02%
+14,996
283
$377K 0.02%
6,307
-797
284
$360K 0.02%
+5,005
285
$357K 0.02%
+4,856
286
$353K 0.02%
+9,125
287
$345K 0.02%
7,794
-2,093
288
$338K 0.02%
+13,118
289
$334K 0.02%
+18,570
290
$333K 0.02%
3,435
-2,002
291
$324K 0.02%
3,759
-47,569
292
$321K 0.02%
5,372
+1,196
293
$315K 0.02%
+7,060
294
$313K 0.02%
949
-1,888
295
$310K 0.02%
+15,343
296
$309K 0.02%
+2,668
297
$306K 0.02%
1,978
-1,173
298
$306K 0.02%
+7,904
299
$306K 0.02%
108,043
+31,439
300
$305K 0.02%
+3,694
10 11
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