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
101
$2.48M 0.3%
48,084
+14,072
102
$2.46M 0.3%
65,906
-42,185
103
$2.4M 0.29%
+66,147
104
$2.4M 0.29%
3
+1
105
$2.39M 0.29%
98,651
+47,655
106
$2.36M 0.29%
15,784
+4,572
107
$2.3M 0.28%
+11,622
108
$2.27M 0.28%
352,264
-52,922
109
$2.24M 0.28%
123,607
+67,390
110
$2.21M 0.27%
95,190
-36,363
111
$2.18M 0.27%
39,882
+16,480
112
$2.16M 0.27%
95,720
-36,739
113
$2.14M 0.26%
22,628
-29,260
114
$2.05M 0.25%
+5,582
115
$2.04M 0.25%
10,731
116
$2.04M 0.25%
+3,509
117
$2.03M 0.25%
+36,992
118
$2.03M 0.25%
16,582
+13,772
119
$1.98M 0.24%
+31,227
120
$1.97M 0.24%
56,427
+19,971
121
$1.97M 0.24%
+124,600
122
$1.96M 0.24%
+32,196
123
$1.95M 0.24%
14,713
-21,509
124
$1.94M 0.24%
45,992
+8,064
125
$1.92M 0.24%
+5,494
3 4
5
6 7