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
51
$5.61M 0.56%
10,316
-16,519
52
$5.6M 0.56%
51,567
+38,538
53
$5.55M 0.55%
48,177
+29,192
54
$5.51M 0.55%
416,706
+109,469
55
$5.3M 0.53%
27,419
-1,438
56
$5.12M 0.51%
50,700
+7,077
57
$5.11M 0.51%
268,984
+24,376
58
$5.09M 0.51%
107,893
+44,256
59
$5.05M 0.51%
44,461
+24,914
60
$4.93M 0.49%
275,908
+157,823
61
$4.8M 0.48%
110,034
+103,245
62
$4.77M 0.48%
341,221
+236,327
63
$4.75M 0.47%
34,694
+22,832
64
$4.68M 0.47%
91,405
+52,488
65
$4.65M 0.46%
40,638
+37,273
66
$4.5M 0.45%
59,277
+41,061
67
$4.49M 0.45%
10,241
-1,992
68
$4.46M 0.45%
+134,496
69
$4.43M 0.44%
+82,163
70
$4.38M 0.44%
48,080
+14,737
71
$4.37M 0.44%
+31,543
72
$4.36M 0.44%
127,474
+8,212
73
$4.33M 0.43%
40,863
+3,081
74
$4.28M 0.43%
10,177
+5,550
75
$4.24M 0.42%
+80,176
1 2
3
4 5