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
SCHW icon
226
Charles Schwab
SCHW
$184B
$1.77M 0.06%
18,490
+2,351
IBKR icon
227
Interactive Brokers
IBKR
$32.7B
$1.75M 0.06%
25,461
-59
NYF icon
228
iShares New York Muni Bond ETF
NYF
$1.1B
$1.74M 0.06%
32,538
+15,469
DB icon
229
Deutsche Bank
DB
$74.3B
$1.73M 0.06%
48,910
+2,222
DE icon
230
Deere & Co
DE
$139B
$1.71M 0.06%
3,750
+33
CVS icon
231
CVS Health
CVS
$99.8B
$1.71M 0.06%
22,725
+1,481
IVE icon
232
iShares S&P 500 Value ETF
IVE
$49.1B
$1.71M 0.06%
8,292
-2,723
TD icon
233
Toronto Dominion Bank
TD
$157B
$1.71M 0.06%
21,375
+3,702
IBN icon
234
ICICI Bank
IBN
$110B
$1.7M 0.05%
56,212
+3,542
HYMB icon
235
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.98B
$1.7M 0.05%
68,031
-12,691
AEM icon
236
Agnico Eagle Mines
AEM
$99.1B
$1.69M 0.05%
10,050
+908
NEM icon
237
Newmont
NEM
$125B
$1.69M 0.05%
20,023
+3,920
SPD icon
238
Simplify US Equity PLUS Downside Convexity ETF
SPD
$118M
$1.69M 0.05%
42,691
-18,666
LYG icon
239
Lloyds Banking Group
LYG
$80.6B
$1.68M 0.05%
370,402
+21,378
DASH icon
240
DoorDash
DASH
$88.5B
$1.64M 0.05%
6,040
+530
VYM icon
241
Vanguard High Dividend Yield ETF
VYM
$71.5B
$1.64M 0.05%
11,628
+1,177
ESGV icon
242
Vanguard ESG US Stock ETF
ESGV
$12B
$1.61M 0.05%
13,592
+2,795
DHI icon
243
D.R. Horton
DHI
$45.4B
$1.61M 0.05%
9,485
+1,132
JPST icon
244
JPMorgan Ultra-Short Income ETF
JPST
$35.9B
$1.61M 0.05%
31,661
-3,230
UPS icon
245
United Parcel Service
UPS
$90.7B
$1.6M 0.05%
19,155
+149
UBS icon
246
UBS Group
UBS
$148B
$1.59M 0.05%
38,679
+9,619
KMI icon
247
Kinder Morgan
KMI
$62.2B
$1.58M 0.05%
55,905
-5,236
CRWD icon
248
CrowdStrike
CRWD
$114B
$1.58M 0.05%
3,220
-424
PPA icon
249
Invesco Aerospace & Defense ETF
PPA
$8.06B
$1.57M 0.05%
10,107
-1,145
SPOT icon
250
Spotify
SPOT
$104B
$1.56M 0.05%
2,230
+223
8 9
10
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