AFG

Atomi Financial Group Portfolio holdings

AUM $3.09B
1-Year Est. Return 36.43%
This Quarter Est. Return
1 Year Est. Return
+36.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.09B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.6M

Top Sells

1
+$66.1M
2
+$23.3M
3
+$10.6M
4
COIN icon
Coinbase
COIN
+$7.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$6.5M

Sector Composition

1 Technology 12.43%
2 Financials 11.8%
3 Communication Services 6.25%
4 Consumer Discretionary 3.99%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.12T
$98.5M 3.19%
387,010
+24,265
COIN icon
2
Coinbase
COIN
$72.7B
$98.4M 3.18%
291,708
-21,544
IVV icon
3
iShares Core S&P 500 ETF
IVV
$735B
$90.4M 2.92%
135,005
+18,866
VEA icon
4
Vanguard FTSE Developed Markets ETF
VEA
$187B
$72.5M 2.35%
1,210,734
+140,225
INTF icon
5
iShares International Equity Factor ETF
INTF
$2.81B
$70.4M 2.28%
1,960,755
+189,049
SCHG icon
6
Schwab US Large-Cap Growth ETF
SCHG
$52.9B
$67.9M 2.2%
2,128,290
+296,519
SCHV icon
7
Schwab US Large-Cap Value ETF
SCHV
$14.1B
$60.9M 1.97%
2,090,688
+209,251
HOOD icon
8
Robinhood
HOOD
$119B
$60.5M 1.96%
422,636
+655
MSFT icon
9
Microsoft
MSFT
$3.59T
$58.3M 1.88%
112,563
+8,320
NVDA icon
10
NVIDIA
NVDA
$4.43T
$58.1M 1.88%
311,174
+45,313
META icon
11
Meta Platforms (Facebook)
META
$1.7T
$55.6M 1.8%
75,703
+6,328
LRGF icon
12
iShares US Equity Factor ETF
LRGF
$3B
$55.4M 1.79%
801,315
+69,481
GOOG icon
13
Alphabet (Google) Class C
GOOG
$3.89T
$52.8M 1.71%
216,691
+23,581
BND icon
14
Vanguard Total Bond Market
BND
$142B
$49.3M 1.59%
662,843
+148,329
VOO icon
15
Vanguard S&P 500 ETF
VOO
$805B
$49.2M 1.59%
80,283
-2,513
VWO icon
16
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$46.6M 1.51%
860,721
+40,805
AMZN icon
17
Amazon
AMZN
$2.45T
$39.1M 1.27%
178,225
+17,253
VUG icon
18
Vanguard Growth ETF
VUG
$203B
$38.6M 1.25%
80,420
+11,593
VB icon
19
Vanguard Small-Cap ETF
VB
$69.7B
$38.5M 1.24%
151,295
+13,703
NFLT icon
20
Virtus Newfleet Multi-Sector Bond ETF
NFLT
$333M
$36.2M 1.17%
1,571,181
+175,945
GOOGL icon
21
Alphabet (Google) Class A
GOOGL
$3.88T
$32.3M 1.04%
132,760
+10,017
BRK.B icon
22
Berkshire Hathaway Class B
BRK.B
$1.09T
$31.8M 1.03%
63,319
+15,422
OKLO
23
Oklo
OKLO
$16.4B
$30.1M 0.97%
269,823
-592,058
AGG icon
24
iShares Core US Aggregate Bond ETF
AGG
$134B
$27M 0.87%
269,103
+46,940
IYW icon
25
iShares US Technology ETF
IYW
$21.4B
$26.4M 0.85%
135,021
+13,045
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