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
201
$1.09M 0.13%
56,898
-25,495
202
$1.08M 0.13%
73,453
+32,448
203
$1.08M 0.13%
2,165
204
$1.05M 0.13%
+3,926
205
$1.02M 0.13%
+12,436
206
$1.02M 0.13%
+14,301
207
$1.01M 0.12%
9,703
208
$1M 0.12%
16,678
+1,921
209
$996K 0.12%
11,385
-1,487
210
$986K 0.12%
+15,235
211
$981K 0.12%
5,860
212
$970K 0.12%
4,587
-9,588
213
$967K 0.12%
14,279
-28,180
214
$964K 0.12%
+18,406
215
$945K 0.12%
+7,760
216
$934K 0.12%
6,514
-4,023
217
$933K 0.11%
18,370
-304
218
$907K 0.11%
+9,474
219
$896K 0.11%
12,666
-6,468
220
$893K 0.11%
49,179
+9,976
221
$888K 0.11%
+3,340
222
$884K 0.11%
2,830
+1,340
223
$866K 0.11%
9,859
+39
224
$854K 0.11%
+5,779
225
$843K 0.1%
+3,700
7 8
9
10 11