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
$1.6B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.7M
3
+$13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.83M

Top Sells

1
+$10.6M
2
+$4.67M
3
+$3.12M
4
QCOM icon
Qualcomm
QCOM
+$3.12M
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$3.03M

Sector Composition

1 Technology 11.83%
2 Financials 11.12%
3 Communication Services 6.02%
4 Consumer Discretionary 3.97%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.1M 0.07%
24,039
+6,264
227
$1.1M 0.07%
60,468
+23,498
228
$1.09M 0.07%
6,710
+2,733
229
$1.09M 0.07%
8,999
-5,104
230
$1.08M 0.07%
9,682
+252
231
$1.08M 0.07%
6,348
+49
232
$1.08M 0.07%
11,989
+3,230
233
$1.07M 0.07%
9,139
+875
234
$1.07M 0.07%
16,494
+33
235
$1.07M 0.07%
9,058
+2,116
236
$1.06M 0.07%
5,602
+777
237
$1.05M 0.07%
25,825
+8,307
238
$1.05M 0.07%
3,993
-201
239
$1.05M 0.07%
5,928
+124
240
$1.04M 0.07%
7,655
+3,030
241
$1.04M 0.07%
+35,841
242
$1.02M 0.06%
49,572
+16,972
243
$1.01M 0.06%
11,295
+591
244
$1.01M 0.06%
4,870
+1,206
245
$1M 0.06%
33,537
+6,119
246
$997K 0.06%
43,863
+4,132
247
$994K 0.06%
11,243
+500
248
$992K 0.06%
4,941
-3,131
249
$992K 0.06%
+20,113
250
$991K 0.06%
45,493
+4,721
8 9
10
11 12