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
401
$246K 0.02%
+12,226
402
$244K 0.02%
+9,106
403
$238K 0.02%
4,710
-139,368
404
$236K 0.02%
436
-4,634
405
$234K 0.02%
1,612
406
$234K 0.02%
19,901
-45,104
407
$234K 0.02%
+1,470
408
$232K 0.02%
+12,287
409
$231K 0.02%
+16,865
410
$230K 0.02%
596
-1,880
411
$229K 0.02%
1,664
-1,172
412
$227K 0.02%
17,456
+1,163
413
$222K 0.02%
282
-2,462
414
$222K 0.02%
25,499
-25,455
415
$222K 0.02%
+2,248
416
$220K 0.02%
+5,646
417
$217K 0.02%
3,992
-200
418
$216K 0.02%
+3,986
419
$212K 0.02%
+417
420
$212K 0.02%
+49,723
421
$212K 0.02%
1,907
-4,222
422
$211K 0.02%
1,641
-2,646
423
$209K 0.02%
1,392
-14,506
424
$208K 0.02%
+32,761
425
$202K 0.02%
807
-5,102
15 16
17
18 19