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
$3.09B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$13.4M
3
+$13.4M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.2M

Top Sells

1
+$46.4M
2
+$22.3M
3
+$10.4M
4
COIN icon
Coinbase
COIN
+$7.3M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$6.27M

Sector Composition

1 Technology 12.31%
2 Financials 11.92%
3 Communication Services 6.25%
4 Consumer Discretionary 3.99%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHW icon
226
Charles Schwab
SCHW
$167B
$1.77M 0.06%
18,490
+2,351
IBKR icon
227
Interactive Brokers
IBKR
$29.7B
$1.75M 0.06%
25,461
-59
NYF icon
228
iShares New York Muni Bond ETF
NYF
$1.21B
$1.74M 0.06%
32,538
+15,469
DB icon
229
Deutsche Bank
DB
$59.7B
$1.73M 0.06%
48,910
+2,222
DE icon
230
Deere & Co
DE
$159B
$1.71M 0.06%
3,750
+33
CVS icon
231
CVS Health
CVS
$99.1B
$1.71M 0.06%
22,725
+1,481
IVE icon
232
iShares S&P 500 Value ETF
IVE
$49.2B
$1.71M 0.06%
8,292
-2,723
TD icon
233
Toronto Dominion Bank
TD
$160B
$1.71M 0.06%
21,375
+3,702
IBN icon
234
ICICI Bank
IBN
$101B
$1.7M 0.06%
56,212
+3,542
HYMB icon
235
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.01B
$1.7M 0.05%
68,031
-12,691
AEM icon
236
Agnico Eagle Mines
AEM
$111B
$1.69M 0.05%
10,050
+908
NEM icon
237
Newmont
NEM
$127B
$1.69M 0.05%
20,023
+3,920
SPD icon
238
Simplify US Equity PLUS Downside Convexity ETF
SPD
$113M
$1.69M 0.05%
42,691
-18,666
LYG icon
239
Lloyds Banking Group
LYG
$76.2B
$1.68M 0.05%
370,402
+21,378
DASH icon
240
DoorDash
DASH
$77.8B
$1.64M 0.05%
6,040
+530
VYM icon
241
Vanguard High Dividend Yield ETF
VYM
$72.5B
$1.64M 0.05%
11,628
+1,177
ESGV icon
242
Vanguard ESG US Stock ETF
ESGV
$11.4B
$1.61M 0.05%
13,592
+2,795
DHI icon
243
D.R. Horton
DHI
$42.7B
$1.61M 0.05%
9,485
+1,132
JPST icon
244
JPMorgan Ultra-Short Income ETF
JPST
$37.3B
$1.61M 0.05%
31,661
-3,230
UPS icon
245
United Parcel Service
UPS
$86.9B
$1.6M 0.05%
19,155
+149
UBS icon
246
UBS Group
UBS
$119B
$1.59M 0.05%
38,679
+9,619
KMI icon
247
Kinder Morgan
KMI
$74.7B
$1.58M 0.05%
55,905
-5,236
CRWD icon
248
CrowdStrike
CRWD
$108B
$1.58M 0.05%
3,220
-424
PPA icon
249
Invesco Aerospace & Defense ETF
PPA
$8.21B
$1.57M 0.05%
10,107
-1,145
SPOT icon
250
Spotify
SPOT
$116B
$1.56M 0.05%
2,230
+223
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10
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