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
$1.98B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.5M
3
+$12.7M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$2.86M
2
+$2.27M
3
+$2.12M
4
NEE icon
NextEra Energy
NEE
+$2.05M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.84M

Sector Composition

1 Technology 12.68%
2 Financials 11.38%
3 Communication Services 6.72%
4 Consumer Discretionary 4.45%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.2M 0.06%
11,851
+5,058
227
$1.2M 0.06%
102,012
+8,853
228
$1.19M 0.06%
18,849
+5,327
229
$1.19M 0.06%
31,675
-1,842
230
$1.19M 0.06%
24,517
+4,404
231
$1.18M 0.06%
9,830
+831
232
$1.18M 0.06%
6,621
+848
233
$1.17M 0.06%
52,328
+2,932
234
$1.17M 0.06%
45,371
+2,915
235
$1.17M 0.06%
4,618
+625
236
$1.16M 0.06%
14,452
+4,074
237
$1.15M 0.06%
11,438
+1,454
238
$1.14M 0.06%
8,923
+3,124
239
$1.13M 0.06%
10,625
-1,438
240
$1.13M 0.06%
17,715
+4,152
241
$1.13M 0.06%
6,167
-643
242
$1.13M 0.06%
15,202
+2,457
243
$1.12M 0.06%
12,119
+1,822
244
$1.12M 0.06%
3,811
+641
245
$1.11M 0.06%
19,208
-4,624
246
$1.1M 0.06%
45,585
-2,445
247
$1.1M 0.06%
36,260
+6,673
248
$1.1M 0.06%
5,346
+452
249
$1.09M 0.06%
1,896
+253
250
$1.09M 0.06%
+9,503
8 9
10
11 12