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
176
$1.73M 0.17%
+191,942
177
$1.72M 0.17%
+27,756
178
$1.68M 0.17%
78,553
+39,314
179
$1.68M 0.17%
18,744
-3,298
180
$1.67M 0.17%
+97,131
181
$1.65M 0.17%
+93,924
182
$1.62M 0.16%
7,170
-261
183
$1.6M 0.16%
+58,786
184
$1.59M 0.16%
+132,912
185
$1.59M 0.16%
+42,329
186
$1.59M 0.16%
82,295
-787
187
$1.57M 0.16%
45,517
+24,063
188
$1.54M 0.15%
77,507
+44,259
189
$1.54M 0.15%
122,450
+88,260
190
$1.54M 0.15%
8,546
-201
191
$1.54M 0.15%
332,620
+16,374
192
$1.53M 0.15%
+17,413
193
$1.52M 0.15%
42,094
+18,112
194
$1.49M 0.15%
+98,039
195
$1.49M 0.15%
3,291
-1,288
196
$1.48M 0.15%
47,872
+18,055
197
$1.46M 0.15%
+27,620
198
$1.45M 0.15%
3,983
-2,276
199
$1.42M 0.14%
119,125
+10,051
200
$1.41M 0.14%
+201,065
6 7
8
9 10