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
701
– –
-10,202
702
– –
-29,213
703
– –
-5,657
704
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-7,373
705
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-8,359
706
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-2,746
707
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-963
708
– –
-92,525
709
– –
-16,002
710
– –
-2,515
711
– –
-17,242
712
– –
-1,951
713
– –
-24,739
714
– –
-1,554
715
– –
-33,048
716
– –
-5,166
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