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
1
$16.7M 1.67%
+109,387
2
$13M 1.3%
327,295
+174,112
3
$12.8M 1.28%
73,503
+8,458
4
$11.9M 1.19%
+61,220
5
$11.6M 1.16%
44,360
+15,363
6
$11.5M 1.15%
184,567
+45,959
7
$10.9M 1.09%
147,744
+88,426
8
$10.9M 1.09%
70,288
+60,798
9
$10.7M 1.07%
54,426
+27,274
10
$10.6M 1.06%
102,089
+33,773
11
$10.2M 1.02%
78,839
+13,615
12
$9.82M 0.98%
67,185
+65,353
13
$9.7M 0.97%
+269,102
14
$9.31M 0.93%
100,456
+9,565
15
$9.2M 0.92%
45,750
+29,299
16
$9.14M 0.91%
273,256
+176,384
17
$9.06M 0.91%
243,778
+161,765
18
$8.86M 0.89%
147,997
+73,516
19
$8.82M 0.88%
129,370
+42,765
20
$8.66M 0.87%
29,002
+13,074
21
$8.62M 0.86%
230,999
+105,922
22
$8.21M 0.82%
51,402
+28,256
23
$8.19M 0.82%
226,848
+117,539
24
$8.17M 0.82%
227,525
+98,846
25
$8.08M 0.81%
282,089
+164,187
1
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