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
376
$274K 0.03%
1,037
+108
377
$274K 0.03%
4,558
-6,882
378
$272K 0.03%
+3,588
379
$272K 0.03%
+3,261
380
$271K 0.03%
18,764
-85,743
381
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8,979
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382
$265K 0.03%
4,470
-20,551
383
$258K 0.03%
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384
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385
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305
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386
$251K 0.03%
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387
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118,259
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388
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28,864
-11,473
389
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1,887
-1
390
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391
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392
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393
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394
$218K 0.03%
+8,626
395
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396
$214K 0.03%
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397
$213K 0.03%
901
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398
$212K 0.03%
+3,102
399
$209K 0.03%
+2,380
400
$207K 0.03%
2,757
-39,145
14 15
16
17 18