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 12.48%
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
576
– –
-204,879
577
– –
-143,227
578
– –
-38,621
579
– –
-18,282
580
– –
-37,339
581
– –
-10,893
582
– –
-18,592
583
– –
-46,754
584
– –
-17,197
585
– –
-14,277
586
– –
-10,405
587
– –
-15,270
588
– –
-8,022
589
– –
-2,683
590
– –
-60,715
591
– –
-36,116
592
– –
-47,437
593
– –
-44,780
594
– –
-38,428
595
– –
-23,320
596
– –
-17,054
597
– –
-13,100
598
– –
-3,406
599
– –
-14,696
600
– –
-295,971
22 23
24
25 26