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
$299M
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.99M
3
+$2.9M
4
NVDA icon
NVIDIA
NVDA
+$2.48M
5
GE icon
GE Aerospace
GE
+$2.4M

Top Sells

1
+$1.26M
2
+$1.23M
3
+$832K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$804K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$797K

Sector Composition

1 Technology 18.4%
2 Financials 6.12%
3 Healthcare 5.1%
4 Industrials 4.43%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$323K 0.11%
+4,388
227
$320K 0.11%
+10,439
228
$317K 0.11%
691
+152
229
$316K 0.11%
1,726
+531
230
$316K 0.11%
1,104
-99
231
$312K 0.1%
20,094
+1,992
232
$312K 0.1%
+3,525
233
$310K 0.1%
5,798
-39
234
$309K 0.1%
6,196
-8,785
235
$308K 0.1%
1,008
+131
236
$306K 0.1%
+5,249
237
$302K 0.1%
19,896
-13,104
238
$299K 0.1%
+47,805
239
$299K 0.1%
+8,167
240
$299K 0.1%
+19,726
241
$298K 0.1%
20,361
-3,376
242
$296K 0.1%
+8,860
243
$294K 0.1%
3,868
-75
244
$293K 0.1%
39,782
245
$292K 0.1%
+5,754
246
$292K 0.1%
78,010
-100,800
247
$290K 0.1%
+36,721
248
$289K 0.1%
+2,951
249
$287K 0.1%
21,670
+3,460
250
$281K 0.09%
+9,221
8 9
10
11 12