AI

Atom Investors Portfolio holdings

AUM $1.32B
1-Year Est. Return 8.66%
This Quarter Est. Return
1 Year Est. Return
+8.66%
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 12.48%
3 Consumer Discretionary 12.24%
4 Technology 10.88%
5 Healthcare 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.37M 0.54%
+199,177
52
$4.32M 0.53%
+84,534
53
$4.27M 0.52%
12,526
+2,311
54
$4.17M 0.51%
98,389
+17,854
55
$4.04M 0.5%
67,546
-12,104
56
$4.02M 0.5%
82,335
+17,023
57
$4.02M 0.49%
43,276
+40,313
58
$4M 0.49%
130,502
+52,326
59
$3.73M 0.46%
11,585
-45
60
$3.67M 0.45%
+101,481
61
$3.65M 0.45%
46,276
+27,559
62
$3.65M 0.45%
124,700
+70,420
63
$3.62M 0.45%
40,713
+18,645
64
$3.5M 0.43%
7,519
-1,738
65
$3.47M 0.43%
48,935
-13
66
$3.45M 0.42%
65,713
+13,555
67
$3.41M 0.42%
13,016
+5,324
68
$3.41M 0.42%
29,188
+1,853
69
$3.38M 0.42%
31,190
70
$3.36M 0.41%
52,795
-10,647
71
$3.34M 0.41%
306,914
+8,245
72
$3.3M 0.41%
11,023
+2,717
73
$3.28M 0.4%
+17,225
74
$3.27M 0.4%
202,324
-1,263
75
$3.21M 0.4%
8,561
1 2
3
4 5