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
326
$232K 0.02%
+15,636
327
$229K 0.01%
+9,069
328
$227K 0.01%
+3,421
329
$226K 0.01%
+2,216
330
$223K 0.01%
+3,511
331
$221K 0.01%
+284
332
$221K 0.01%
+2,130
333
$221K 0.01%
+90,111
334
$220K 0.01%
+3,862
335
$209K 0.01%
+7,580
336
$206K 0.01%
5,831
-421
337
$205K 0.01%
18,795
-20,768
338
$203K 0.01%
10,785
-1,177
339
$202K 0.01%
+5,073
340
$202K 0.01%
+2,519
341
$199K 0.01%
+35,386
342
$194K 0.01%
+12,023
343
$193K 0.01%
+70,544
344
$189K 0.01%
+34,343
345
$188K 0.01%
+17,635
346
$179K 0.01%
+23,440
347
$168K 0.01%
+10,227
348
$165K 0.01%
17,394
-246,214
349
$163K 0.01%
+11,924
350
$163K 0.01%
+45,120
12 13
14
15 16