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
451
$36.9K ﹤0.01%
1,652
+972
452
$31.1K ﹤0.01%
+28,279
453
$27.8K ﹤0.01%
+15,105
454
$25.2K ﹤0.01%
+10,833
455
$21.8K ﹤0.01%
13,107
456
$15.7K ﹤0.01%
+12,738
457
$13.7K ﹤0.01%
698
-326
458
– –
-82,441
459
– –
-15,706
460
– –
-13,148
461
– –
-35,513
462
– –
-25,230
463
– –
-4,488
464
– –
-4,454
465
– –
-2,611
466
– –
-19,077
467
– –
-6,569
468
– –
-41,439
469
– –
-11,837
470
– –
-9,144
471
– –
-24,158
472
– –
-788
473
– –
-19,233
474
– –
-25,122
475
– –
-5,859
17 18
19
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