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
276
$834K 0.08%
+1,952
277
$793K 0.08%
102,007
+48,108
278
$778K 0.08%
10,517
+3,989
279
$774K 0.08%
11,076
-17,681
280
$771K 0.08%
9,237
+4,186
281
$767K 0.08%
4,730
-103
282
$747K 0.07%
+19,562
283
$743K 0.07%
+1,343
284
$740K 0.07%
+10,675
285
$737K 0.07%
2,228
-831
286
$735K 0.07%
14,617
-2,952
287
$734K 0.07%
+4,829
288
$732K 0.07%
2,971
+1,930
289
$730K 0.07%
+4,168
290
$727K 0.07%
12,702
+1,173
291
$726K 0.07%
+14,358
292
$724K 0.07%
+101,443
293
$721K 0.07%
+7,819
294
$719K 0.07%
+13,511
295
$714K 0.07%
+62,289
296
$711K 0.07%
+2,266
297
$709K 0.07%
21,681
-30,113
298
$708K 0.07%
+111,694
299
$695K 0.07%
+42,135
300
$692K 0.07%
71,808
+41,107
10 11
12
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