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
$1.35B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.8M
3
+$10M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.67M

Top Sells

1
+$5.58M
2
+$4M
3
+$3.63M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.19M
5
LIN icon
Linde
LIN
+$2.69M

Sector Composition

1 Technology 13%
2 Financials 12.43%
3 Communication Services 6.33%
4 Healthcare 3.67%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$935K 0.07%
+36,033
227
$932K 0.07%
13,340
+8,960
228
$926K 0.07%
+40,435
229
$924K 0.07%
6,953
-4,235
230
$916K 0.07%
12,724
+381
231
$910K 0.07%
5,368
+972
232
$910K 0.07%
8,264
+3,637
233
$907K 0.07%
25,009
+10,012
234
$905K 0.07%
5,775
+1,726
235
$904K 0.07%
1,936
+109
236
$903K 0.07%
+39,731
237
$899K 0.07%
5,186
+1,603
238
$885K 0.07%
9,036
+1,470
239
$884K 0.07%
4,487
-42
240
$879K 0.07%
28,936
+1,551
241
$876K 0.06%
2,286
+612
242
$875K 0.06%
+9,278
243
$866K 0.06%
14,794
+1,541
244
$864K 0.06%
4,314
+172
245
$863K 0.06%
1,560
+156
246
$862K 0.06%
10,704
+2,878
247
$842K 0.06%
4,825
+492
248
$838K 0.06%
40,772
+2,276
249
$835K 0.06%
49,155
+9,450
250
$835K 0.06%
5,504
+310
8 9
10
11 12