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
151
$1.54M 0.19%
11,681
-8,654
152
$1.53M 0.19%
+81,607
153
$1.52M 0.19%
+10,140
154
$1.52M 0.19%
28,336
+7,049
155
$1.51M 0.19%
29,903
+23,292
156
$1.51M 0.19%
+15,403
157
$1.44M 0.18%
+94,483
158
$1.44M 0.18%
29,642
+9,112
159
$1.43M 0.18%
23,893
-4,461
160
$1.42M 0.17%
50,630
-670
161
$1.42M 0.17%
45,531
+8,731
162
$1.37M 0.17%
73,674
-5,414
163
$1.36M 0.17%
11,489
+8,715
164
$1.36M 0.17%
+17,344
165
$1.35M 0.17%
167,575
-149,969
166
$1.35M 0.17%
+55,791
167
$1.35M 0.17%
14,652
-1,412
168
$1.34M 0.16%
+14,479
169
$1.34M 0.16%
3,963
-1,312
170
$1.33M 0.16%
+11,837
171
$1.32M 0.16%
138,898
-416
172
$1.31M 0.16%
+14,174
173
$1.3M 0.16%
+8,432
174
$1.3M 0.16%
15,562
-19,474
175
$1.28M 0.16%
70,258
+7,385
5 6
7
8 9