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
76
$4.13M 0.41%
+131,682
77
$4.12M 0.41%
23,366
-14,591
78
$4.1M 0.41%
54,670
+39,084
79
$4.06M 0.41%
114,667
+85,428
80
$3.96M 0.4%
81,139
-20,271
81
$3.94M 0.39%
+17,884
82
$3.85M 0.38%
+56,994
83
$3.84M 0.38%
57,533
-18,468
84
$3.81M 0.38%
84,226
+74,286
85
$3.64M 0.36%
+92,922
86
$3.62M 0.36%
77,291
+65,712
87
$3.62M 0.36%
26,237
+22,804
88
$3.6M 0.36%
17,813
+3,262
89
$3.58M 0.36%
7,480
+3,087
90
$3.58M 0.36%
49,207
+24,289
91
$3.48M 0.35%
+182,251
92
$3.47M 0.35%
122,986
+14,948
93
$3.39M 0.34%
13,883
+10,799
94
$3.38M 0.34%
+153,967
95
$3.38M 0.34%
45,533
+7,553
96
$3.36M 0.34%
29,127
+16,650
97
$3.36M 0.34%
338,088
+50,190
98
$3.33M 0.33%
+80,844
99
$3.27M 0.33%
83,097
+16,169
100
$3.24M 0.32%
65,000
+26,827
2 3
4
5 6