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
176
$1.28M 0.16%
+21,179
177
$1.27M 0.16%
+3,456
178
$1.26M 0.16%
146,497
-248,599
179
$1.25M 0.15%
+17,577
180
$1.24M 0.15%
121,949
+23,660
181
$1.23M 0.15%
7,865
-7,412
182
$1.23M 0.15%
+41,003
183
$1.2M 0.15%
+36,340
184
$1.2M 0.15%
15,451
185
$1.2M 0.15%
+6,292
186
$1.19M 0.15%
+3,960
187
$1.18M 0.14%
210,706
+134,064
188
$1.18M 0.14%
189,539
-2,568
189
$1.17M 0.14%
+15,363
190
$1.17M 0.14%
8,215
-4,189
191
$1.17M 0.14%
+7,025
192
$1.16M 0.14%
46,016
-18,700
193
$1.16M 0.14%
+6,679
194
$1.16M 0.14%
+55,618
195
$1.14M 0.14%
+33,795
196
$1.14M 0.14%
125,958
+13,121
197
$1.14M 0.14%
2,080
-5
198
$1.13M 0.14%
18,945
+11,366
199
$1.12M 0.14%
+22,561
200
$1.11M 0.14%
810,455
+35,038
6 7
8
9 10