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
1
$36.4M 4.48%
241,021
+103,056
2
$17.8M 2.19%
357,869
+291,854
3
$13.8M 1.7%
93,665
+21,668
4
$12.8M 1.58%
70,848
+30,790
5
$12.1M 1.49%
224,478
+129,969
6
$11.4M 1.41%
+11,577
7
$11.3M 1.38%
517,919
+178,866
8
$10.1M 1.25%
+108,214
9
$9.4M 1.16%
71,713
+49,475
10
$9.37M 1.15%
80,994
+34,023
11
$8.53M 1.05%
87,986
+21,257
12
$8.39M 1.03%
120,656
+64,600
13
$7.5M 0.92%
42,648
+4,642
14
$7.44M 0.92%
+38,279
15
$7.09M 0.87%
+3,844
16
$6.99M 0.86%
112,091
+34,037
17
$6.97M 0.86%
70,607
+13,640
18
$6.75M 0.83%
+26,111
19
$6.72M 0.83%
14,325
+3,311
20
$6.7M 0.82%
45,879
+4,417
21
$6.43M 0.79%
428,489
+153,464
22
$6.25M 0.77%
175,105
+68,823
23
$6.07M 0.75%
33,945
-3,572
24
$6.03M 0.74%
22,461
+20,961
25
$5.83M 0.72%
+60,424
1
2 3 4 5