AFG

Atomi Financial Group Portfolio holdings

AUM $3.38B
1-Year Est. Return 32.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.38B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$26.4M
3
+$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Top Sells

1
+$25M
2
+$12.8M
3
+$9.99M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$9.61M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$8.91M

Sector Composition

1 Technology 15.06%
2 Financials 10.36%
3 Communication Services 6.26%
4 Consumer Discretionary 4.52%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UL icon
226
Unilever
UL
$146B
$2.13M 0.06%
32,513
-212
NEM icon
227
Newmont
NEM
$126B
$2.1M 0.06%
21,071
+1,048
DKNG icon
228
DraftKings
DKNG
$12.6B
$2.08M 0.06%
+60,344
XLV icon
229
State Street Health Care Select Sector SPDR ETF
XLV
$40.8B
$2.08M 0.06%
13,409
+2,332
ETN icon
230
Eaton
ETN
$138B
$2.07M 0.06%
6,499
-140
FCAL icon
231
First Trust California Municipal High income ETF
FCAL
$209M
$2.07M 0.06%
41,953
-3,112
SCHW icon
232
Charles Schwab
SCHW
$167B
$2.06M 0.06%
20,651
+2,161
DGRO icon
233
iShares Core Dividend Growth ETF
DGRO
$37.6B
$2.06M 0.06%
29,630
+482
SO icon
234
Southern Company
SO
$109B
$2.05M 0.06%
23,553
+2,333
SMFG icon
235
Sumitomo Mitsui Financial
SMFG
$128B
$2.03M 0.06%
105,188
+15,377
VWOB icon
236
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.89B
$2.01M 0.06%
29,867
+618
PPG icon
237
PPG Industries
PPG
$25B
$2.01M 0.06%
+19,632
SPEM icon
238
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.3B
$2.01M 0.06%
42,939
+791
DB icon
239
Deutsche Bank
DB
$62B
$2M 0.06%
51,974
+3,064
LMT icon
240
Lockheed Martin
LMT
$151B
$2M 0.06%
4,132
+48
UPS icon
241
United Parcel Service
UPS
$86.9B
$1.99M 0.06%
20,091
+936
BTI icon
242
British American Tobacco
BTI
$127B
$1.99M 0.06%
35,147
-6,886
SCHM icon
243
Schwab US Mid-Cap ETF
SCHM
$13B
$1.99M 0.06%
66,129
+21
VLO icon
244
Valero Energy
VLO
$68.5B
$1.96M 0.06%
12,047
+6,189
MBB icon
245
iShares MBS ETF
MBB
$39.2B
$1.95M 0.06%
20,428
-104,776
NTES icon
246
NetEase
NTES
$72.2B
$1.93M 0.06%
14,041
+1,933
UBS icon
247
UBS Group
UBS
$119B
$1.93M 0.06%
41,632
+2,953
NYF icon
248
iShares New York Muni Bond ETF
NYF
$1.21B
$1.9M 0.06%
35,583
+3,045
BHP icon
249
BHP
BHP
$192B
$1.9M 0.06%
31,493
+4,987
PEP icon
250
PepsiCo
PEP
$220B
$1.9M 0.06%
13,222
+3,065
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