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
576
– –
-3,087
577
– –
-8,439
578
– –
-14,876
579
– –
-9,042
580
– –
-51,287
581
– –
-13,336
582
– –
-20,640
583
– –
-27,384
584
– –
-9,603
585
– –
-18,427
586
– –
-2,212
587
– –
-36,456
588
– –
-37,989
589
– –
-5,511
590
– –
-5,394
591
– –
-25,687
592
– –
-259,307
593
– –
-29,375
594
– –
-10,510
595
– –
-7,127
596
– –
-2,729
597
– –
-2,341
598
– –
-48,940
599
– –
-5,349
600
– –
-1,678
22 23
24
25 26