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
201
$922K 0.06%
+21,043
202
$922K 0.06%
+64,702
203
$901K 0.06%
+6,455
204
$883K 0.06%
25,947
+9,604
205
$868K 0.06%
+136,048
206
$863K 0.06%
+17,966
207
$862K 0.06%
+35,403
208
$842K 0.05%
6,864
-79,294
209
$840K 0.05%
24,420
+12,341
210
$838K 0.05%
1,540
+93
211
$828K 0.05%
+76,100
212
$821K 0.05%
94,878
+48,020
213
$811K 0.05%
5,176
-6,894
214
$808K 0.05%
28,467
+16,077
215
$802K 0.05%
12,833
+8,681
216
$800K 0.05%
89,940
+57,933
217
$781K 0.05%
+69,488
218
$776K 0.05%
+100,000
219
$769K 0.05%
+1,703
220
$769K 0.05%
+15,922
221
$768K 0.05%
+28,457
222
$753K 0.05%
23,628
+9,786
223
$744K 0.05%
2,528
-3,949
224
$743K 0.05%
4,232
-17,717
225
$714K 0.05%
182,850
-851,335
7 8
9
10 11