AI

Atom Investors Portfolio holdings

AUM $1.13B
1-Year Est. Return 11.83%
This Quarter Est. Return
1 Year Est. Return
+11.83%
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 12.47%
3 Consumer Discretionary 12.24%
4 Technology 10.9%
5 Healthcare 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FRPT icon
601
Freshpet
FRPT
$2.66B
– –
-2,106
GTY
602
Getty Realty Corp
GTY
$1.57B
– –
-19,488
GWRE icon
603
Guidewire Software
GWRE
$19.4B
– –
-1,703
HE icon
604
Hawaiian Electric Industries
HE
$2B
– –
-32,559
IBN icon
605
ICICI Bank
IBN
$108B
– –
-8,959
IMAX icon
606
IMAX
IMAX
$1.71B
– –
-10,023
INSM icon
607
Insmed
INSM
$38.7B
– –
-2,947
INTC icon
608
Intel
INTC
$187B
– –
-15,215
INTR icon
609
Inter&Co
INTR
$4.11B
– –
-17,107
IRT icon
610
Independence Realty Trust
IRT
$3.78B
– –
-10,004
ITB icon
611
iShares US Home Construction ETF
ITB
$3.01B
– –
-42,892
JBLU icon
612
JetBlue
JBLU
$1.55B
– –
-29,142
JD icon
613
JD.com
JD
$46.2B
– –
-6,006
KMPR icon
614
Kemper
KMPR
$2.76B
– –
-18,288
KNSL icon
615
Kinsale Capital Group
KNSL
$8.99B
– –
-1,477
KNX icon
616
Knight Transportation
KNX
$7.19B
– –
-56,052
KOD icon
617
Kodiak Sciences
KOD
$924M
– –
-47,880
KPTI icon
618
Karyopharm Therapeutics
KPTI
$92.4M
– –
-17,322
KRE icon
619
State Street SPDR S&P Regional Banking ETF
KRE
$3.87B
– –
-10,814
KRC icon
620
Kilroy Realty
KRC
$5.03B
– –
-27,482
LIN icon
621
Linde
LIN
$193B
– –
-7,023
LIVN icon
622
LivaNova
LIVN
$2.88B
– –
-38,033
LMNR icon
623
Limoneira
LMNR
$255M
– –
-16,727
LNZA icon
624
LanzaTech
LNZA
$48.7M
– –
-186
LYB icon
625
LyondellBasell Industries
LYB
$15B
– –
-6,436
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