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
451
$72K 0.01%
+41,866
452
$72K 0.01%
+19,715
453
$71.3K 0.01%
+13,012
454
$69.4K 0.01%
+64,216
455
$68K 0.01%
43,894
-519
456
$67.7K 0.01%
40,760
+7,993
457
$65.5K 0.01%
+47,087
458
$65.2K 0.01%
+10,394
459
$63.3K 0.01%
13,736
+2,551
460
$62.6K 0.01%
+14,141
461
$62.1K 0.01%
+12,773
462
$61.9K 0.01%
+14,919
463
$58.7K 0.01%
+48,110
464
$57.8K 0.01%
20,212
+2,697
465
$55.9K 0.01%
+22,265
466
$55.3K 0.01%
+13,814
467
$51.3K 0.01%
13,707
-4,134
468
$50.8K 0.01%
+13,499
469
$48.1K 0.01%
16,769
-1,355
470
$47.4K 0.01%
14,663
-354
471
$47.2K 0.01%
15,486
+2,479
472
$46.3K 0.01%
+11,781
473
$46.1K 0.01%
+19,812
474
$44.2K 0.01%
10,580
-1,249
475
$44.1K 0.01%
+11,393
17 18
19
20 21