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
$929M
AUM Growth
-$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$24.2M
3
+$21.8M
4
SONO icon
Sonos
SONO
+$19.7M
5
COST icon
Costco
COST
+$14.3M

Top Sells

1
+$90.7M
2
+$46.1M
3
+$42M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$39.1M
5
FSLY icon
Fastly
FSLY
+$33.3M

Sector Composition

1 Healthcare 15.6%
2 Technology 15.38%
3 Consumer Discretionary 12.14%
4 Financials 11.02%
5 Consumer Staples 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.01M 0.33%
340,389
+41,384
52
$4.91M 0.32%
135,787
+105,498
53
$4.88M 0.32%
300,070
-141,233
54
$4.81M 0.31%
36,392
+23,521
55
$4.45M 0.29%
328,131
-279,574
56
$4.32M 0.28%
+186,724
57
$4.22M 0.28%
153,660
+131,428
58
$4.2M 0.27%
+99,161
59
$4.14M 0.27%
+209,020
60
$4.03M 0.26%
42,305
+31,005
61
$4.01M 0.26%
+488,054
62
$3.89M 0.25%
+234,935
63
$3.83M 0.25%
+232,662
64
$3.79M 0.25%
+46,670
65
$3.77M 0.25%
337,940
+104,980
66
$3.76M 0.24%
+77,552
67
$3.72M 0.24%
+48,989
68
$3.63M 0.24%
305,101
+46,247
69
$3.57M 0.23%
+18,072
70
$3.55M 0.23%
123,969
-49,270
71
$3.53M 0.23%
+129,701
72
$3.51M 0.23%
19,093
-76,514
73
$3.42M 0.22%
251,885
+27,116
74
$3.38M 0.22%
12,078
+828
75
$3.36M 0.22%
22,574
-49,619
1 2
3
4 5