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
151
$2.19M 0.22%
+98,031
152
$2.16M 0.22%
+20,278
153
$2.12M 0.21%
53,409
-53,137
154
$2.11M 0.21%
4,181
+148
155
$2.11M 0.21%
247,120
+53,213
156
$2.06M 0.21%
218,391
+163,570
157
$2.05M 0.21%
69,846
-14,124
158
$2.04M 0.2%
11,200
159
$2.02M 0.2%
11,651
-227
160
$2.01M 0.2%
31,284
+2,880
161
$1.99M 0.2%
+2,629
162
$1.97M 0.2%
+101,218
163
$1.93M 0.19%
12,688
+4,040
164
$1.93M 0.19%
52,164
+7,024
165
$1.93M 0.19%
+16,312
166
$1.89M 0.19%
85,813
-44,747
167
$1.88M 0.19%
4,210
-1,033
168
$1.82M 0.18%
8,552
+5,958
169
$1.82M 0.18%
+29,716
170
$1.81M 0.18%
28,177
-21,446
171
$1.81M 0.18%
45,959
-6,931
172
$1.79M 0.18%
148,916
-23,964
173
$1.77M 0.18%
11,030
-7,690
174
$1.76M 0.18%
42,400
+36,849
175
$1.73M 0.17%
+10,839
5 6
7
8 9