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
426
$201K 0.02%
16,422
-151,008
427
$200K 0.02%
119,115
+69,088
428
$198K 0.02%
13,466
-48
429
$195K 0.02%
23,174
-17,308
430
$193K 0.02%
+29,066
431
$188K 0.02%
79,529
+28,996
432
$182K 0.02%
40,645
-7,160
433
$161K 0.02%
+14,326
434
$160K 0.02%
83,508
+58,527
435
$156K 0.02%
12,323
-7,237
436
$155K 0.02%
18,434
-1,724
437
$142K 0.01%
+13,691
438
$140K 0.01%
37,263
-3,135
439
$139K 0.01%
+20,491
440
$130K 0.01%
+21,602
441
$114K 0.01%
24,229
-86,153
442
$110K 0.01%
+15,033
443
$106K 0.01%
17,512
-41,489
444
$104K 0.01%
+16,643
445
$97.8K 0.01%
+45,692
446
$69.9K 0.01%
28,199
447
$48.3K ﹤0.01%
+13,684
448
$39.7K ﹤0.01%
10,954
-55,010
449
$38.9K ﹤0.01%
+10,822
450
$38.3K ﹤0.01%
30,608
-123,729
16 17
18
19 20