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
101
$2.67M 0.17%
+120,650
102
$2.6M 0.17%
105,648
-230,346
103
$2.56M 0.17%
160,811
-341,552
104
$2.52M 0.16%
126,023
+85,358
105
$2.49M 0.16%
+34,728
106
$2.44M 0.16%
11,513
-53,306
107
$2.42M 0.16%
20,020
-157,941
108
$2.41M 0.16%
+34,514
109
$2.4M 0.16%
13,022
+7,661
110
$2.38M 0.16%
46,261
-31,743
111
$2.31M 0.15%
+145,988
112
$2.29M 0.15%
+28,867
113
$2.28M 0.15%
153,146
+38,518
114
$2.27M 0.15%
162,411
-749,367
115
$2.27M 0.15%
55,169
+1,420
116
$2.26M 0.15%
95,004
+78,677
117
$2.22M 0.14%
93,770
+37,975
118
$2.14M 0.14%
+51,278
119
$2.13M 0.14%
3,902
-3,598
120
$2.12M 0.14%
+17,372
121
$2.12M 0.14%
+52,831
122
$2.09M 0.14%
93,549
-3,989
123
$2.05M 0.13%
49,031
+34,390
124
$2.04M 0.13%
+9,391
125
$2M 0.13%
+133,340
3 4
5
6 7