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
151
$1.57M 0.1%
40,096
+19,586
152
$1.57M 0.1%
+5,824
153
$1.57M 0.1%
+2,686
154
$1.55M 0.1%
30,313
+18,921
155
$1.54M 0.1%
87,284
-50,801
156
$1.53M 0.1%
+6,396
157
$1.52M 0.1%
+156,497
158
$1.5M 0.1%
20,457
-27,750
159
$1.48M 0.1%
+99,172
160
$1.48M 0.1%
9,234
161
$1.44M 0.09%
+173,786
162
$1.44M 0.09%
23,977
+15,118
163
$1.42M 0.09%
+143,184
164
$1.38M 0.09%
+36,828
165
$1.36M 0.09%
9,627
+4,145
166
$1.35M 0.09%
+44,312
167
$1.34M 0.09%
+127,197
168
$1.32M 0.09%
35,224
+5,835
169
$1.31M 0.09%
+49,177
170
$1.31M 0.09%
19,058
-125,737
171
$1.27M 0.08%
+3,452
172
$1.27M 0.08%
+36,181
173
$1.27M 0.08%
+36,407
174
$1.27M 0.08%
+47,919
175
$1.26M 0.08%
82,035
-18,527
5 6
7
8 9