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
326
$403K 0.05%
36,100
-173,169
327
$402K 0.05%
46,167
-16,134
328
$401K 0.05%
54,485
+423
329
$396K 0.05%
6,712
-16,318
330
$396K 0.05%
+1,398
331
$395K 0.05%
21,046
-147,813
332
$383K 0.05%
11,035
+994
333
$381K 0.05%
+9,284
334
$375K 0.05%
+3,490
335
$375K 0.05%
2,919
-7
336
$375K 0.05%
5,436
-18,733
337
$373K 0.05%
+20,071
338
$373K 0.05%
1,424
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339
$371K 0.05%
19,132
-8,803
340
$368K 0.05%
2,536
-11,364
341
$368K 0.05%
5,640
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342
$361K 0.04%
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343
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+2,029
344
$355K 0.04%
+49,576
345
$354K 0.04%
2,313
-96
346
$351K 0.04%
10,741
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347
$350K 0.04%
12,339
348
$349K 0.04%
1,741
-98
349
$348K 0.04%
+23,109
350
$347K 0.04%
1,424
-1,569
12 13
14
15 16