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
626
– –
-14,876
627
– –
-9,042
628
– –
-20,640
629
– –
-36,456
630
– –
-82,441
631
– –
-37,989
632
– –
-1,678
633
– –
-16,613
634
– –
-69,276
635
– –
-43,333
636
– –
-8,359
637
– –
-2,746
638
– –
-963
639
– –
-92,525
640
– –
-16,002
641
– –
-2,515
642
– –
-39,760
643
– –
-3,196
644
– –
-26,751
645
– –
-17,507
646
– –
-2,960
647
– –
-8,091
648
– –
-10,443
649
– –
-3,395
650
– –
-16,331
24 25
26
27 28