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
476
$41.8K 0.01%
+706
477
$40.7K 0.01%
+70,007
478
$39.6K ﹤0.01%
+30,126
479
$39.3K ﹤0.01%
16,367
-53
480
$36.2K ﹤0.01%
+30,172
481
$35.6K ﹤0.01%
15,234
+5,087
482
$28.7K ﹤0.01%
28,425
-6,740
483
$28.5K ﹤0.01%
+24,602
484
$23.4K ﹤0.01%
+14,708
485
$17.4K ﹤0.01%
13,107
486
$15.3K ﹤0.01%
+1,220
487
$14.6K ﹤0.01%
10,300
-854
488
$11.9K ﹤0.01%
+10,275
489
– –
-15,543
490
– –
-35,988
491
– –
-40,255
492
– –
-130,448
493
– –
-10,752
494
– –
-10,265
495
– –
-6,593
496
– –
-73,165
497
– –
-8,649
498
– –
-11,765
499
– –
-14,463
500
– –
-35,297
18 19
20
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