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
326
$522K 0.05%
15,268
-162
327
$521K 0.05%
74,363
+30,790
328
$520K 0.05%
+3,030
329
$510K 0.05%
1,702
-265
330
$508K 0.05%
60,503
-129,127
331
$502K 0.05%
+3,387
332
$501K 0.05%
+17,325
333
$495K 0.05%
20,029
+7,310
334
$494K 0.05%
21,050
+6,278
335
$493K 0.05%
+15,733
336
$485K 0.05%
+3,379
337
$479K 0.05%
+4,683
338
$469K 0.05%
199,535
+28,040
339
$467K 0.05%
+1,792
340
$460K 0.05%
1,931
-3,095
341
$453K 0.05%
15,901
-42,204
342
$447K 0.04%
662
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343
$445K 0.04%
7,341
-2,240
344
$442K 0.04%
19,524
+30
345
$428K 0.04%
+50,616
346
$425K 0.04%
23,689
+1,220
347
$413K 0.04%
10,268
-323
348
$409K 0.04%
1,796
-864
349
$405K 0.04%
+24,168
350
$399K 0.04%
52,160
-37,642
12 13
14
15 16