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
351
$152K 0.01%
+16,784
352
$146K 0.01%
+13,561
353
$137K 0.01%
+15,911
354
$134K 0.01%
+13,965
355
$132K 0.01%
+14,797
356
$108K 0.01%
121,674
+93,861
357
$103K 0.01%
+10,686
358
$92K 0.01%
+85,208
359
$72K ﹤0.01%
+76,341
360
$64K ﹤0.01%
14,755
-3,388
361
$56K ﹤0.01%
+12,108
362
$51K ﹤0.01%
+19,926
363
$49K ﹤0.01%
+21,506
364
$46K ﹤0.01%
+941
365
$44K ﹤0.01%
33,826
-796,417
366
$37K ﹤0.01%
+3,222
367
– –
-20,997
368
– –
-14,374
369
– –
-6,951
370
– –
-132,781
371
– –
-60,000
372
– –
-162,309
373
– –
-264,708
374
– –
-3,832
375
– –
-38,616
13 14
15
16 17