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
26
$5.77M 0.71%
98,444
+81,441
27
$5.7M 0.7%
+13,097
28
$5.68M 0.7%
143,731
+129,985
29
$5.65M 0.69%
+33,374
30
$5.48M 0.67%
+35,952
31
$5.44M 0.67%
9,717
+6,707
32
$5.33M 0.66%
137,948
+40,334
33
$5.22M 0.64%
209,648
+136,126
34
$5.21M 0.64%
171,852
+73,615
35
$5.07M 0.62%
54,278
+22,873
36
$5.07M 0.62%
62,484
-11,708
37
$5.06M 0.62%
9,954
-2,691
38
$4.97M 0.61%
9,556
-2,959
39
$4.96M 0.61%
61,481
+45,289
40
$4.95M 0.61%
83,194
-4,484
41
$4.8M 0.59%
114,158
+12,401
42
$4.8M 0.59%
+9,639
43
$4.75M 0.58%
56,904
+29,077
44
$4.71M 0.58%
74,179
+30,478
45
$4.61M 0.57%
196,814
+18,331
46
$4.6M 0.57%
+29,816
47
$4.56M 0.56%
+40,908
48
$4.56M 0.56%
110,740
-46,297
49
$4.43M 0.55%
400,560
+254,828
50
$4.43M 0.54%
64,055
+4,985
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