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
351
$347K 0.04%
+30,185
352
$344K 0.04%
46,749
-69,918
353
$339K 0.04%
23,030
-1,069
354
$337K 0.04%
4,972
355
$330K 0.04%
1,416
-4,508
356
$325K 0.04%
+11,438
357
$316K 0.04%
+47,011
358
$313K 0.04%
11,042
-1,877
359
$310K 0.04%
+27,537
360
$308K 0.04%
+8,355
361
$303K 0.04%
3,014
-35,529
362
$298K 0.04%
2,162
-8,975
363
$298K 0.04%
+438
364
$297K 0.04%
2,380
-1,040
365
$288K 0.04%
8,795
-420
366
$287K 0.04%
3,768
-4,282
367
$286K 0.04%
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368
$283K 0.03%
15,062
-1,586
369
$282K 0.03%
10,604
-166
370
$281K 0.03%
+3,658
371
$278K 0.03%
+19,723
372
$278K 0.03%
2,886
-2
373
$276K 0.03%
+2,078
374
$275K 0.03%
239,442
-23,624
375
$274K 0.03%
10,453
-4,289
13 14
15
16 17