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
126
$1.91M 0.24%
45,297
+26,849
127
$1.88M 0.23%
2,306
+375
128
$1.87M 0.23%
8,506
-8,309
129
$1.86M 0.23%
+47,363
130
$1.84M 0.23%
21,503
+17,969
131
$1.82M 0.22%
3,463
+1,173
132
$1.81M 0.22%
+36,240
133
$1.8M 0.22%
+124,497
134
$1.8M 0.22%
82,999
+2,472
135
$1.79M 0.22%
44,151
-3,549
136
$1.77M 0.22%
79,656
-12,936
137
$1.76M 0.22%
19,489
+1,883
138
$1.75M 0.22%
29,152
+21
139
$1.7M 0.21%
+50,742
140
$1.68M 0.21%
81,064
+19,631
141
$1.68M 0.21%
+269,253
142
$1.67M 0.21%
36,763
+13,333
143
$1.65M 0.2%
7,130
-27,117
144
$1.64M 0.2%
+61,794
145
$1.63M 0.2%
185,716
+12,233
146
$1.63M 0.2%
+63,948
147
$1.6M 0.2%
2,778
-3,400
148
$1.58M 0.19%
20,074
+275
149
$1.57M 0.19%
21,813
+7,023
150
$1.57M 0.19%
64,165
+43,845
4 5
6
7 8