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
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
$422K 0.05%
+3,815
317
$421K 0.05%
+8,253
318
$417K 0.05%
4,063
-2,458
319
$415K 0.05%
2,207
-2,005
320
$414K 0.05%
+13,219
321
$413K 0.05%
8,460
-25,287
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
13
14 15