AI

Atom Investors Portfolio holdings

AUM $1.26B
1-Year Est. Return 13.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.46%
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
+$16.6M
2
+$14.6M
3
+$12M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$9.96M
5
BC icon
Brunswick
BC
+$8.14M

Top Sells

1
+$35.8M
2
+$6.68M
3
+$6.49M
4
FTV icon
Fortive
FTV
+$6.44M
5
WM icon
Waste Management
WM
+$6.01M

Sector Composition

1 Industrials 13.42%
2 Financials 12.5%
3 Consumer Discretionary 12.24%
4 Technology 10.78%
5 Healthcare 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
– –
-21,800
527
– –
-6,328
528
– –
-31,454
529
– –
-17,666
530
– –
-11,035
531
– –
-39,613
532
– –
-10,419
533
– –
-16,258
534
– –
-9,309
535
– –
-27,112
536
– –
-30,733
537
– –
-10,114
538
– –
-82,856
539
– –
-59,910
540
– –
-5,090
541
– –
-6,006
542
– –
-6,436
543
– –
-204,879
544
– –
-143,227
545
– –
-38,621
546
– –
-18,282
547
– –
-37,339
548
– –
-10,893
549
– –
-18,592
550
– –
-5,043
20 21
22
23 24