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
426
$120K 0.01%
+14,414
427
$114K 0.01%
22,149
-433
428
$110K 0.01%
15,544
+711
429
$109K 0.01%
21,078
+2,585
430
$108K 0.01%
16,016
-2,601
431
$107K 0.01%
19,237
-573
432
$107K 0.01%
+76,722
433
$106K 0.01%
28,199
434
$106K 0.01%
+37,045
435
$105K 0.01%
+89,903
436
$105K 0.01%
+21,573
437
$104K 0.01%
32,321
+1,225
438
$104K 0.01%
19,419
-17
439
$101K 0.01%
38,553
-1,959
440
$99.4K 0.01%
10,380
-4,160
441
$94.3K 0.01%
+15,492
442
$89.7K 0.01%
13,032
-11,421
443
$89.3K 0.01%
+33,555
444
$87.2K 0.01%
+20,087
445
$86.7K 0.01%
+12,889
446
$85.1K 0.01%
+22,504
447
$84.5K 0.01%
+10,411
448
$84K 0.01%
+14,606
449
$80.3K 0.01%
16,553
-12,165
450
$75.6K 0.01%
15,126
+4,066
16 17
18
19 20