AFG

Atomi Financial Group Portfolio holdings

AUM $2.64B
1-Year Est. Return 31.3%
This Quarter Est. Return
1 Year Est. Return
+31.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$10.7M
3 +$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.81M
5
BND icon
Vanguard Total Bond Market
BND
+$7.14M

Top Sells

1 +$11.1M
2 +$8.26M
3 +$7.15M
4
OKLO
Oklo
OKLO
+$5.76M
5
RBLX icon
Roblox
RBLX
+$5.59M

Sector Composition

1 Financials 12.16%
2 Technology 11.72%
3 Communication Services 5.98%
4 Consumer Discretionary 3.96%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
COIN icon
1
Coinbase
COIN
$87B
$110M 4.15%
313,252
-20,398
AAPL icon
2
Apple
AAPL
$3.9T
$74.4M 2.81%
362,745
+26,208
IVV icon
3
iShares Core S&P 500 ETF
IVV
$666B
$72.1M 2.73%
116,139
+4,344
VEA icon
4
Vanguard FTSE Developed Markets ETF
VEA
$178B
$61M 2.31%
1,070,509
+154,511
INTF icon
5
iShares International Equity Factor ETF
INTF
$2.66B
$60.6M 2.29%
1,771,706
+42,230
SCHG icon
6
Schwab US Large-Cap Growth ETF
SCHG
$52.4B
$53.5M 2.02%
1,831,771
+376,970
SCHV icon
7
Schwab US Large-Cap Value ETF
SCHV
$14.1B
$52.1M 1.97%
1,881,437
+387,359
MSFT icon
8
Microsoft
MSFT
$3.85T
$51.9M 1.96%
104,243
+20,143
META icon
9
Meta Platforms (Facebook)
META
$1.84T
$51.2M 1.94%
69,375
-4,331
OKLO
10
Oklo
OKLO
$20.6B
$48.3M 1.82%
861,881
-102,946
VOO icon
11
Vanguard S&P 500 ETF
VOO
$764B
$47M 1.78%
82,796
+12,314
LRGF icon
12
iShares US Equity Factor ETF
LRGF
$2.95B
$46.9M 1.77%
731,834
+34,496
NVDA icon
13
NVIDIA
NVDA
$4.41T
$42M 1.59%
265,861
+18,127
VWO icon
14
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$40.6M 1.53%
819,916
+1,527
HOOD icon
15
Robinhood
HOOD
$117B
$39.5M 1.49%
421,981
-118,147
BND icon
16
Vanguard Total Bond Market
BND
$138B
$37.9M 1.43%
514,514
+96,958
AMZN icon
17
Amazon
AMZN
$2.37T
$35.3M 1.33%
160,972
+17,608
GOOG icon
18
Alphabet (Google) Class C
GOOG
$3.04T
$34.3M 1.29%
193,110
+5,808
VB icon
19
Vanguard Small-Cap ETF
VB
$68B
$32.6M 1.23%
137,592
+26,506
NFLT icon
20
Virtus Newfleet Multi-Sector Bond ETF
NFLT
$313M
$31.9M 1.2%
1,395,236
+150,891
VUG icon
21
Vanguard Growth ETF
VUG
$197B
$30.2M 1.14%
68,827
-6,046
EMXC icon
22
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.8B
$26.9M 1.02%
425,416
+12,487
IUSB icon
23
iShares Core Total USD Bond Market ETF
IUSB
$33.6B
$24.3M 0.92%
526,160
+50,006
BRK.B icon
24
Berkshire Hathaway Class B
BRK.B
$1.06T
$23.3M 0.88%
47,897
+8,338
VTV icon
25
Vanguard Value ETF
VTV
$148B
$23.2M 0.88%
130,998
-5,649