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
1
$38.4M 2.5%
655,151
+371,812
2
$28.2M 1.83%
204,200
-304,720
3
$25.2M 1.64%
+631,124
4
$24.2M 1.58%
+242,085
5
$23M 1.5%
323,720
+82,720
6
$20.4M 1.33%
105,787
-72,996
7
$19.7M 1.28%
+1,344,259
8
$18.2M 1.19%
63,890
+29,394
9
$16.5M 1.08%
81,295
-30,334
10
$16.3M 1.06%
55,022
-51,939
11
$14.3M 0.93%
+47,016
12
$11.4M 0.74%
103,244
+68,877
13
$10.9M 0.71%
1,055,637
-41,595
14
$9.46M 0.62%
+157,749
15
$9.29M 0.61%
+221,717
16
$8.72M 0.57%
449,294
+106,035
17
$8.66M 0.56%
+77,673
18
$8.48M 0.55%
243,591
-170,527
19
$8.32M 0.54%
69,593
-6,067
20
$8.16M 0.53%
228,762
-17,444
21
$8.07M 0.53%
56,373
-633,608
22
$7.98M 0.52%
177,920
-10,364
23
$7.91M 0.52%
+92,846
24
$7.68M 0.5%
84,224
+52,524
25
$7.38M 0.48%
25,987
-5,492
1
2 3 4 5