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
176
$1.26M 0.08%
+135,843
177
$1.23M 0.08%
+38,563
178
$1.22M 0.08%
+53,978
179
$1.22M 0.08%
+21,941
180
$1.21M 0.08%
29,117
-19,084
181
$1.19M 0.08%
+47,933
182
$1.16M 0.08%
+25,440
183
$1.15M 0.07%
+11,673
184
$1.1M 0.07%
4,273
-519
185
$1.1M 0.07%
+43,994
186
$1.1M 0.07%
+49,078
187
$1.09M 0.07%
+51,570
188
$1.07M 0.07%
12,528
-390,740
189
$1.03M 0.07%
+4,342
190
$1.02M 0.07%
53,616
+34,877
191
$999K 0.07%
+59,440
192
$986K 0.06%
+51,094
193
$984K 0.06%
+33,517
194
$982K 0.06%
5,869
-3,939
195
$975K 0.06%
+34,929
196
$967K 0.06%
+9,106
197
$953K 0.06%
10,215
-407
198
$946K 0.06%
1,347
-1,638
199
$942K 0.06%
+13,250
200
$925K 0.06%
+65,849
6 7
8
9 10