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
$723M
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$11.7M
3
+$11.5M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.6M

Top Sells

1
+$2.28M
2
+$1.24M
3
+$1.15M
4
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$1.1M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$940K

Sector Composition

1 Financials 17.31%
2 Technology 15.64%
3 Communication Services 5.99%
4 Healthcare 4.42%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$599K 0.08%
1,030
+339
227
$596K 0.08%
2,731
+388
228
$595K 0.08%
+5,487
229
$594K 0.08%
6,121
+3,550
230
$594K 0.08%
+7,675
231
$591K 0.08%
+1,894
232
$590K 0.08%
6,141
+3,256
233
$589K 0.08%
+20,467
234
$588K 0.08%
4,310
-5,612
235
$583K 0.08%
118,645
-12,699
236
$578K 0.08%
+5,066
237
$577K 0.08%
1,087
+365
238
$567K 0.08%
8,085
+3,942
239
$562K 0.08%
+3,143
240
$561K 0.08%
13,190
-191
241
$557K 0.08%
+1,022
242
$553K 0.08%
+6,781
243
$552K 0.08%
2,233
+507
244
$546K 0.08%
+22,901
245
$544K 0.08%
16,205
-223
246
$540K 0.07%
13,408
+5,241
247
$539K 0.07%
+13,447
248
$537K 0.07%
14,763
+4,558
249
$536K 0.07%
5,753
+2,753
250
$535K 0.07%
+6,259
8 9
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