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
126
$2.55M 0.26%
53,294
+40,203
127
$2.53M 0.25%
98,901
+15,307
128
$2.5M 0.25%
287,210
+192,439
129
$2.47M 0.25%
7,700
+2,222
130
$2.44M 0.24%
+105,728
131
$2.43M 0.24%
+14,742
132
$2.43M 0.24%
144,780
+94,990
133
$2.42M 0.24%
+13,079
134
$2.42M 0.24%
90,664
+40,052
135
$2.41M 0.24%
58,977
+48,371
136
$2.4M 0.24%
+83,240
137
$2.39M 0.24%
42,852
-153
138
$2.37M 0.24%
57,607
-22,567
139
$2.33M 0.23%
240,169
+194,143
140
$2.32M 0.23%
29,495
-39,268
141
$2.32M 0.23%
+184,714
142
$2.29M 0.23%
+12,117
143
$2.28M 0.23%
25,873
-6,891
144
$2.27M 0.23%
66,628
-20,002
145
$2.25M 0.22%
+193,392
146
$2.22M 0.22%
+198,928
147
$2.22M 0.22%
182,575
+109,370
148
$2.21M 0.22%
+34,565
149
$2.2M 0.22%
24,255
+19,059
150
$2.19M 0.22%
+16,007
4 5
6
7 8