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
301
$690K 0.07%
+60,707
302
$676K 0.07%
34,682
+21,779
303
$673K 0.07%
1,543
-433
304
$669K 0.07%
+96,873
305
$664K 0.07%
+8,666
306
$655K 0.07%
+6,978
307
$646K 0.06%
77,515
+67,423
308
$638K 0.06%
12,538
-98,870
309
$625K 0.06%
7,285
-44,107
310
$614K 0.06%
4,345
-8,447
311
$612K 0.06%
+11,398
312
$608K 0.06%
+17,355
313
$605K 0.06%
5,655
-48,353
314
$602K 0.06%
23,181
-6,488
315
$595K 0.06%
+3,512
316
$595K 0.06%
+66,071
317
$593K 0.06%
1,016
-2,821
318
$592K 0.06%
+2,696
319
$574K 0.06%
+8,317
320
$566K 0.06%
+54,060
321
$565K 0.06%
+8,858
322
$564K 0.06%
2,907
-3,927
323
$559K 0.06%
7,769
-7,487
324
$542K 0.05%
11,183
+6,624
325
$523K 0.05%
4,344
-53
11 12
13
14 15