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
376
$300K 0.03%
285
-2,012
377
$298K 0.03%
+2,750
378
$298K 0.03%
2,949
-22,366
379
$295K 0.03%
+3,372
380
$290K 0.03%
5,391
-5,419
381
$288K 0.03%
+14,811
382
$288K 0.03%
9,365
-12,777
383
$286K 0.03%
480
-1,905
384
$278K 0.03%
+80,452
385
$277K 0.03%
44,991
-2,484
386
$274K 0.03%
9,518
-20,271
387
$271K 0.03%
77,416
-17,566
388
$271K 0.03%
+6,265
389
$269K 0.03%
2,059
-12
390
$269K 0.03%
1,825
-5,564
391
$268K 0.03%
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392
$267K 0.03%
+7,336
393
$264K 0.03%
46,584
-54,925
394
$261K 0.03%
36,901
+5,506
395
$260K 0.03%
2,494
-4,427
396
$260K 0.03%
1,786
-20,355
397
$257K 0.03%
+8,351
398
$251K 0.03%
4,180
+37
399
$247K 0.02%
+10,510
400
$247K 0.02%
301
-940
14 15
16
17 18