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
326
$403K 0.05%
36,100
-173,169
327
$402K 0.05%
46,167
-16,134
328
$401K 0.05%
54,485
+423
329
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6,712
-16,318
330
$396K 0.05%
+1,398
331
$395K 0.05%
21,046
-147,813
332
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11,035
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333
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334
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335
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336
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337
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338
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1,424
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339
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19,132
-8,803
340
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-11,364
341
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343
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344
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345
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346
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347
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12,339
348
$349K 0.04%
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349
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+23,109
350
$347K 0.04%
1,424
-1,569
12 13
14
15 16