AFG

Atomi Financial Group Portfolio holdings

AUM $3.09B
1-Year Est. Return 36.43%
This Quarter Est. Return
1 Year Est. Return
+36.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.9M
3
+$13.8M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.5M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$2.96M
4
GE icon
GE Aerospace
GE
+$2.9M
5
CAT icon
Caterpillar
CAT
+$2.53M

Sector Composition

1 Technology 10.69%
2 Financials 10.41%
3 Communication Services 6.08%
4 Consumer Discretionary 3.92%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.38M 0.06%
23,158
+5,647
227
$1.38M 0.06%
83,210
+3,240
228
$1.38M 0.06%
2,843
+664
229
$1.36M 0.06%
5,015
+456
230
$1.34M 0.06%
19,418
-232
231
$1.32M 0.06%
20,565
+1,716
232
$1.32M 0.06%
41,762
+1,227
233
$1.31M 0.06%
113,205
+7,738
234
$1.31M 0.06%
22,467
-1,838
235
$1.3M 0.06%
7,246
+625
236
$1.3M 0.06%
11,140
+1,637
237
$1.29M 0.06%
10,028
+1,105
238
$1.29M 0.06%
29,135
+534
239
$1.28M 0.06%
15,028
+4,993
240
$1.28M 0.06%
23,011
+6,244
241
$1.27M 0.06%
30,849
+7,883
242
$1.26M 0.06%
13,612
+1,761
243
$1.24M 0.06%
55,220
+2,892
244
$1.23M 0.06%
20,425
+2,874
245
$1.22M 0.06%
36,870
+1,440
246
$1.22M 0.06%
39,965
+3,705
247
$1.22M 0.06%
59,086
-2,717
248
$1.22M 0.06%
9,815
+1,516
249
$1.22M 0.06%
28,632
-15,379
250
$1.21M 0.06%
24,360
+17,138
8 9
10
11 12