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
26
$8.07M 0.81%
+140,692
27
$8.01M 0.8%
92,559
+4,284
28
$7.39M 0.74%
101,884
+27,489
29
$7.28M 0.73%
16,278
-1,532
30
$7.19M 0.72%
+145,115
31
$6.96M 0.7%
13,763
+7,342
32
$6.91M 0.69%
12,630
33
$6.84M 0.68%
77,605
+26,163
34
$6.73M 0.67%
142,077
+98,922
35
$6.71M 0.67%
136,589
+51,921
36
$6.56M 0.66%
144,097
+96,441
37
$6.46M 0.65%
30,681
+3,983
38
$6.25M 0.62%
105,187
+68,356
39
$6.22M 0.62%
58,416
-2,099
40
$6.09M 0.61%
160,709
+73,681
41
$6.01M 0.6%
29,054
+9,620
42
$6M 0.6%
48,598
-4,132
43
$5.92M 0.59%
25,322
+11,886
44
$5.85M 0.58%
27,387
-23,075
45
$5.83M 0.58%
92,777
+62,820
46
$5.8M 0.58%
691,003
+386,204
47
$5.76M 0.58%
139,550
+80,542
48
$5.75M 0.57%
89,368
+82,342
49
$5.67M 0.57%
116,962
+109,759
50
$5.62M 0.56%
21,840
+1,415
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