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
101
$3.24M 0.32%
253,654
+66,566
102
$3.22M 0.32%
+137,685
103
$3.19M 0.32%
68,778
+59,802
104
$3.18M 0.32%
3,113
-234
105
$3.12M 0.31%
19,007
+8,385
106
$3.11M 0.31%
14,953
+5,263
107
$3.07M 0.31%
45,378
+12,273
108
$3.07M 0.31%
78,070
+42,753
109
$3.06M 0.31%
91,173
+45,218
110
$3.05M 0.31%
150,526
-10,630
111
$3.05M 0.3%
22,187
+1,474
112
$3M 0.3%
16,492
-1,455
113
$2.9M 0.29%
11,660
-3,160
114
$2.86M 0.29%
41,674
+15,996
115
$2.83M 0.28%
110,720
+85,318
116
$2.83M 0.28%
51,623
+46,083
117
$2.81M 0.28%
16,732
+4,400
118
$2.78M 0.28%
15,169
-4,011
119
$2.75M 0.28%
+20,094
120
$2.73M 0.27%
+50,432
121
$2.67M 0.27%
249,988
+38,050
122
$2.65M 0.26%
63,203
+50,291
123
$2.64M 0.26%
5,643
+3,344
124
$2.59M 0.26%
43,827
-26,744
125
$2.59M 0.26%
73,651
+62,746
3 4
5
6 7