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
126
$1.97M 0.13%
122,517
-126,108
127
$1.94M 0.13%
76,492
+48,134
128
$1.93M 0.13%
+250,000
129
$1.91M 0.12%
64,230
-78,833
130
$1.9M 0.12%
+99,890
131
$1.89M 0.12%
+26,280
132
$1.88M 0.12%
39,235
+10,077
133
$1.85M 0.12%
+133,654
134
$1.84M 0.12%
75,125
+32,062
135
$1.83M 0.12%
358,548
+79,161
136
$1.82M 0.12%
35,642
+15,340
137
$1.82M 0.12%
29,400
+11,461
138
$1.81M 0.12%
+70,551
139
$1.79M 0.12%
+14,627
140
$1.77M 0.12%
236,566
-96,740
141
$1.75M 0.11%
+29,056
142
$1.74M 0.11%
56,772
-83,327
143
$1.72M 0.11%
27,662
+998
144
$1.72M 0.11%
26,429
+6,529
145
$1.71M 0.11%
+175,489
146
$1.71M 0.11%
43,856
-436,919
147
$1.68M 0.11%
+54,618
148
$1.66M 0.11%
584
+60
149
$1.61M 0.11%
22,007
+9,928
150
$1.59M 0.1%
+197,639
4 5
6
7 8