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
$1B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$11.9M
3
+$9.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$9.55M
5
PNC icon
PNC Financial Services
PNC
+$9.45M

Top Sells

1
+$12.5M
2
+$8.99M
3
+$7.05M
4
PSA icon
Public Storage
PSA
+$6.64M
5
HOG icon
Harley-Davidson
HOG
+$5.84M

Sector Composition

1 Financials 15.14%
2 Technology 15.12%
3 Healthcare 12.96%
4 Industrials 10.58%
5 Consumer Discretionary 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.17M 0.12%
4,800
+663
227
$1.17M 0.12%
117,413
+83,619
228
$1.16M 0.12%
395,768
-223,906
229
$1.15M 0.11%
10,138
+3,301
230
$1.14M 0.11%
+2,372
231
$1.14M 0.11%
72,756
+25,201
232
$1.13M 0.11%
+19,032
233
$1.13M 0.11%
5,493
+2,526
234
$1.12M 0.11%
+12,562
235
$1.09M 0.11%
26,629
-14,647
236
$1.09M 0.11%
9,907
-46,880
237
$1.09M 0.11%
+55,534
238
$1.09M 0.11%
+14,203
239
$1.08M 0.11%
17,024
+12,195
240
$1.07M 0.11%
+2,303
241
$1.05M 0.11%
117,784
+106,798
242
$1.05M 0.1%
+55,967
243
$1.04M 0.1%
23,544
+2,628
244
$1.04M 0.1%
+15,584
245
$1.03M 0.1%
69,618
-23,014
246
$1.03M 0.1%
+2,528
247
$1.02M 0.1%
36,967
+15,963
248
$1.02M 0.1%
+322,289
249
$1.01M 0.1%
29,322
-26,822
250
$1M 0.1%
+42,635
8 9
10
11 12