AI

Atom Investors Portfolio holdings

AUM $1.13B
1-Year Est. Return 11.83%
This Quarter Est. Return
1 Year Est. Return
+11.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$929M
AUM Growth
-$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$24.2M
3
+$21.8M
4
SONO icon
Sonos
SONO
+$19.7M
5
COST icon
Costco
COST
+$14.3M

Top Sells

1
+$90.7M
2
+$46.1M
3
+$42M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$39.1M
5
FSLY icon
Fastly
FSLY
+$33.3M

Sector Composition

1 Healthcare 15.6%
2 Technology 15.38%
3 Consumer Discretionary 12.14%
4 Financials 11.02%
5 Consumer Staples 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.18M 0.47%
25,914
27
$7.12M 0.46%
39,878
+18,878
28
$7.09M 0.46%
267,153
+15
29
$6.99M 0.46%
28,077
+25,184
30
$6.96M 0.45%
+244,751
31
$6.95M 0.45%
+223,442
32
$6.89M 0.45%
30,348
-65,443
33
$6.53M 0.43%
154,526
-1,837
34
$6.32M 0.41%
+41,749
35
$6.3M 0.41%
+34,927
36
$6.29M 0.41%
62,759
-126,930
37
$6.11M 0.4%
106,260
38
$6.05M 0.39%
256,837
-4,886
39
$5.97M 0.39%
+54,022
40
$5.76M 0.38%
128,988
+46,369
41
$5.72M 0.37%
279,658
-900,887
42
$5.71M 0.37%
+143,127
43
$5.69M 0.37%
160,587
-2,705
44
$5.61M 0.37%
47,704
+8,355
45
$5.6M 0.36%
46,812
+1,918
46
$5.39M 0.35%
211,444
+18,199
47
$5.36M 0.35%
75,820
-86,960
48
$5.18M 0.34%
1,012,147
+2,064
49
$5.13M 0.33%
+102,501
50
$5.08M 0.33%
19
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1
2
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