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
276
$575K 0.07%
5,037
-25,039
277
$573K 0.07%
22,939
-43,286
278
$572K 0.07%
+12,048
279
$570K 0.07%
12,508
-3,893
280
$566K 0.07%
+1,719
281
$565K 0.07%
8,609
-65
282
$563K 0.07%
15,708
+4,639
283
$562K 0.07%
4,705
-28,973
284
$551K 0.07%
+23,677
285
$549K 0.07%
7,116
-91,118
286
$549K 0.07%
+6,725
287
$548K 0.07%
+8,727
288
$546K 0.07%
3,121
-516
289
$539K 0.07%
+12,144
290
$533K 0.07%
+7,428
291
$518K 0.06%
+39,122
292
$516K 0.06%
6,147
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293
$515K 0.06%
16,073
-16,700
294
$508K 0.06%
970
295
$508K 0.06%
835
-8,402
296
$507K 0.06%
+2,976
297
$505K 0.06%
+5,574
298
$491K 0.06%
11,774
-23,196
299
$489K 0.06%
+19,868
300
$488K 0.06%
1,599
-11,015
10 11
12
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