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
76
$3.08M 0.38%
222,497
+33,867
77
$3.05M 0.38%
22,299
+9,806
78
$3.02M 0.37%
16,820
-29,091
79
$3.01M 0.37%
73,522
+23,433
80
$2.96M 0.36%
+94,785
81
$2.95M 0.36%
+26,892
82
$2.9M 0.36%
12,789
+8,263
83
$2.88M 0.35%
22,522
+875
84
$2.82M 0.35%
85,318
+62,738
85
$2.8M 0.34%
+36,043
86
$2.8M 0.34%
16,403
+6,688
87
$2.78M 0.34%
224,153
+58,370
88
$2.77M 0.34%
23,148
-2,295
89
$2.75M 0.34%
131,199
+116,420
90
$2.74M 0.34%
260,941
+129,234
91
$2.69M 0.33%
43,869
+38,063
92
$2.66M 0.33%
49,919
+32,178
93
$2.63M 0.32%
59,091
-1,181
94
$2.61M 0.32%
13,059
-164,912
95
$2.6M 0.32%
27,286
+15,340
96
$2.58M 0.32%
68,053
+62,202
97
$2.57M 0.32%
11,792
+10,280
98
$2.56M 0.32%
12,380
-12,598
99
$2.5M 0.31%
99,454
-1,921
100
$2.48M 0.31%
78,588
-12,847
2 3
4
5 6