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
251
$984K 0.1%
127,494
+114,196
252
$982K 0.1%
12,851
-1,589
253
$979K 0.1%
+3,226
254
$968K 0.1%
7,820
-5,969
255
$960K 0.1%
3,704
+1,910
256
$957K 0.1%
51,689
+22,111
257
$952K 0.1%
+4,017
258
$951K 0.1%
+9,415
259
$949K 0.09%
13,346
+6,785
260
$948K 0.09%
1,047
+601
261
$946K 0.09%
54,196
-31,507
262
$924K 0.09%
2,810
+554
263
$921K 0.09%
25,246
+2,573
264
$910K 0.09%
+38,973
265
$894K 0.09%
6,718
-11,255
266
$893K 0.09%
21,952
-2,616
267
$890K 0.09%
+13,796
268
$887K 0.09%
5,581
-11,346
269
$878K 0.09%
1,116
-1,851
270
$871K 0.09%
+47,223
271
$871K 0.09%
+3,004
272
$870K 0.09%
12,769
-11,815
273
$848K 0.08%
98,889
+56,132
274
$844K 0.08%
59,417
+2,564
275
$843K 0.08%
29,465
-37,031
9 10
11
12 13