AI

Atom Investors Portfolio holdings

AUM $1.32B
1-Year Est. Return 8.66%
This Fund
S&P 500
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 14.87%
3 Healthcare 12.96%
4 Industrials 10.8%
5 Consumer Discretionary 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-209,256
702
– –
-36,340
703
– –
-11,576
704
– –
-20,854
705
– –
-13,854
706
– –
-356,204
707
– –
-15,874
708
– –
-4,235
709
– –
-1,201,048
710
– –
-37,989
711
– –
-5,511
712
– –
-5,394
713
– –
-25,687
714
– –
-16,207
715
– –
-29,375
716
– –
-10,510
25 26 27 28
29