AI

Atom Investors Portfolio holdings

AUM $1.26B
1-Year Est. Return 13.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.46%
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
+$16.6M
2
+$14.6M
3
+$12M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$9.96M
5
BC icon
Brunswick
BC
+$8.14M

Top Sells

1
+$35.8M
2
+$6.68M
3
+$6.49M
4
FTV icon
Fortive
FTV
+$6.44M
5
WM icon
Waste Management
WM
+$6.01M

Sector Composition

1 Industrials 13.42%
2 Financials 12.48%
3 Consumer Discretionary 12.24%
4 Technology 10.78%
5 Healthcare 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$484K 0.06%
15,687
-2,251
302
$481K 0.06%
+13,325
303
$481K 0.06%
329,376
+177,278
304
$479K 0.06%
+5,978
305
$477K 0.06%
+2,920
306
$475K 0.06%
1,873
-855
307
$470K 0.06%
33,381
-12,189
308
$468K 0.06%
+1,388
309
$466K 0.06%
+38,367
310
$455K 0.06%
58,384
-87,418
311
$436K 0.05%
1,249
-8,686
312
$430K 0.05%
268,832
+167,148
313
$430K 0.05%
+28,191
314
$428K 0.05%
+87,090
315
$427K 0.05%
4,580
316
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317
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318
$417K 0.05%
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319
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2,207
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320
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321
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322
$406K 0.05%
2,381
+333
323
$406K 0.05%
20,916
-31,828
324
$404K 0.05%
+6,903
325
$403K 0.05%
8,741
+949
11 12
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