AI

Atom Investors Portfolio holdings

AUM $1.32B
1-Year Est. Return 8.66%
This Quarter Est. Return
1 Year Est. Return
+8.66%
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 15.1%
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%
+15,609
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
– –
-356,204
459
– –
-50,388
460
– –
-5,287
461
– –
-25,425
462
– –
-2,343
463
– –
-8,777
464
– –
-16,361
465
– –
-15,627
466
– –
-24,859
467
– –
-2,826
468
– –
-13,147
469
– –
-1,585
470
– –
-30,680
471
– –
-12,571
472
– –
-21,854
473
– –
-16,048
474
– –
-17,672
475
– –
-56,794
17 18
19
20 21