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
76
$3.32M 0.22%
73,677
+24,439
77
$3.31M 0.22%
20,162
-210
78
$3.29M 0.21%
194,928
-141,076
79
$3.24M 0.21%
26,155
+18,572
80
$3.23M 0.21%
25,093
+8,230
81
$3.22M 0.21%
+28,352
82
$3.18M 0.21%
11,876
-20,871
83
$3.14M 0.2%
14,571
+13,391
84
$3.07M 0.2%
+61,097
85
$3.04M 0.2%
10,291
-48,476
86
$3.03M 0.2%
43,250
+24,826
87
$3M 0.2%
+65,422
88
$3M 0.2%
+58,790
89
$3M 0.2%
+30,542
90
$2.99M 0.19%
116,579
-34,660
91
$2.96M 0.19%
+7,320
92
$2.95M 0.19%
+58,943
93
$2.88M 0.19%
30,119
+12,896
94
$2.88M 0.19%
99,395
+77,981
95
$2.88M 0.19%
78,255
-12,264
96
$2.88M 0.19%
+75,684
97
$2.84M 0.18%
16,272
+9,841
98
$2.77M 0.18%
244,257
-117,137
99
$2.75M 0.18%
+28,970
100
$2.7M 0.18%
+61,924
2 3
4
5 6