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
301
$302K 0.02%
4,369
-4,070
302
$301K 0.02%
+15,608
303
$301K 0.02%
+2,806
304
$300K 0.02%
4,005
-1,161
305
$294K 0.02%
4,693
-2,087
306
$288K 0.02%
+23,667
307
$280K 0.02%
+13,250
308
$278K 0.02%
+4,354
309
$277K 0.02%
+20,067
310
$275K 0.02%
+7,823
311
$273K 0.02%
+197,944
312
$269K 0.02%
4,576
-526
313
$269K 0.02%
+6,149
314
$269K 0.02%
+208,774
315
$266K 0.02%
1,521
316
$265K 0.02%
2,935
-410
317
$265K 0.02%
+2,455
318
$257K 0.02%
+3,167
319
$254K 0.02%
+39,722
320
$254K 0.02%
+41,903
321
$249K 0.02%
+1,281
322
$242K 0.02%
+25,520
323
$242K 0.02%
+2,149
324
$240K 0.02%
+12,100
325
$237K 0.02%
+7,113
11 12
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