AI
Atom Investors Portfolio holdings
AUM
$1.13B
1-Year Return
11.83%
This Quarter Return
-4.47%
1 Year Return
+11.83%
3 Year Return
+55.42%
5 Year Return
+125.35%
10 Year Return
–
AUM
$813M
AUM Growth
+$7.87M
(+0.98%)
Cap. Flow
+$43M
Cap. Flow
% of AUM
5.29%
Top 10 Holdings %
Top 10 Hldgs %
17.78%
Holding
669
New
188
Increased
132
Reduced
152
Closed
181
Top Buys
| 1 |
iShares Russell 2000 Value ETF
IWN
|
$15.6M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$14.5M |
| 3 |
W.W. Grainger
GWW
|
$11.4M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$10.1M |
| 5 |
OSI Systems
OSIS
|
$7.44M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$32.9M |
| 2 |
Agree Realty
ADC
|
$7.03M |
| 3 |
Chevron
CVX
|
$6.49M |
| 4 |
Fortive
FTV
|
$6.44M |
| 5 |
Waste Management
WM
|
$6.28M |
Sector Composition
| 1 | Industrials | 13.31% |
| 2 | Financials | 12.47% |
| 3 | Consumer Discretionary | 12.24% |
| 4 | Technology | 10.9% |
| 5 | Healthcare | 9.97% |
