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
401
$204K 0.03%
69,232
-20,501
402
$201K 0.02%
+3,712
403
$200K 0.02%
+21,726
404
$197K 0.02%
+10,060
405
$190K 0.02%
+14,015
406
$185K 0.02%
10,506
-4,159
407
$183K 0.02%
28,092
-3,299
408
$166K 0.02%
21,370
-21,183
409
$161K 0.02%
+16,124
410
$159K 0.02%
52,492
+37,934
411
$158K 0.02%
58,357
+9,668
412
$152K 0.02%
+40,987
413
$151K 0.02%
+23,996
414
$149K 0.02%
15,277
+3,440
415
$148K 0.02%
+25,238
416
$147K 0.02%
16,996
-1,027
417
$145K 0.02%
+12,210
418
$144K 0.02%
+11,602
419
$143K 0.02%
+15,376
420
$134K 0.02%
+15,962
421
$132K 0.02%
12,586
-270,886
422
$128K 0.02%
19,725
+5,449
423
$126K 0.02%
14,519
-17,489
424
$126K 0.02%
17,796
-74,099
425
$122K 0.02%
+16,082
15 16
17
18 19