AFG

Atomi Financial Group Portfolio holdings

AUM $3.38B
1-Year Est. Return 32.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
3 Communication Services 5.98%
4 Consumer Discretionary 3.96%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.6M 0.06%
69,407
-3,031
227
$1.6M 0.06%
70,439
+15,219
228
$1.59M 0.06%
11,252
+112
229
$1.59M 0.06%
15,532
-9,648
230
$1.58M 0.06%
5,127
+485
231
$1.57M 0.06%
+23,982
232
$1.57M 0.06%
4,046
-728
233
$1.56M 0.06%
23,838
+3,273
234
$1.54M 0.06%
2,007
+69
235
$1.52M 0.06%
8,350
-2,206
236
$1.51M 0.06%
16,477
-778
237
$1.51M 0.06%
64,646
+20,895
238
$1.5M 0.06%
11,138
+5,175
239
$1.5M 0.06%
13,605
-7
240
$1.5M 0.06%
5,613
+191
241
$1.48M 0.06%
349,024
+169,346
242
$1.47M 0.06%
16,139
+793
243
$1.47M 0.06%
21,244
-979
244
$1.45M 0.05%
7,911
+2,285
245
$1.44M 0.05%
4,463
+2,073
246
$1.44M 0.05%
15,297
-695
247
$1.43M 0.05%
8,286
-3,018
248
$1.42M 0.05%
5,844
+1,064
249
$1.42M 0.05%
7,626
+616
250
$1.42M 0.05%
115,620
+2,415
8 9
10
11 12