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
201
$1.4M 0.14%
6,902
-61,464
202
$1.39M 0.14%
51,255
+40,083
203
$1.39M 0.14%
+26,311
204
$1.39M 0.14%
227,613
-65,579
205
$1.38M 0.14%
+21,147
206
$1.38M 0.14%
98,540
+1,803
207
$1.37M 0.14%
5,811
-911
208
$1.37M 0.14%
36,825
+18,408
209
$1.37M 0.14%
25,516
+10,398
210
$1.36M 0.14%
29,766
+3,002
211
$1.35M 0.13%
+52,152
212
$1.34M 0.13%
+16,927
213
$1.32M 0.13%
19,269
-22,940
214
$1.29M 0.13%
54,231
+13,152
215
$1.28M 0.13%
+4,888
216
$1.27M 0.13%
70,615
+60,052
217
$1.23M 0.12%
+8,742
218
$1.22M 0.12%
2
-2
219
$1.22M 0.12%
84,296
-30,529
220
$1.21M 0.12%
2,230
-7,211
221
$1.2M 0.12%
7,456
-2,172
222
$1.19M 0.12%
+3,866
223
$1.19M 0.12%
+17,491
224
$1.18M 0.12%
8,290
+5,634
225
$1.18M 0.12%
260,641
+137,942
7 8
9
10 11