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AFG

Atomi Financial Group Portfolio holdings

AUM $3.84B
1-Year Est. Return 30.73%
This Fund
S&P 500
This Quarter Est. Return
+2.07%
1 Year Est. Return
+30.73%
3 Year Est. Return
+138.65%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$3.41B
AUM Growth
+$316M
Cap. Flow
+$306M
Cap. Flow %
8.97%
Top 10 Hldgs %
22.56%
Holding
1,284
New
119
Increased
691
Reduced
366
Closed
78

Top Buys

Rank Stock Value
1
FIG
Figma
FIG
+$41.2M
2
AVGO icon
Broadcom
AVGO
+$26.4M
3
AAPL icon
Apple
AAPL
+$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Top Sells

Rank Stock Value
1
OKLO
Oklo
OKLO
+$25M
2
SCHH icon
Schwab US REIT ETF
SCHH
+$12.8M
3
MBB icon
iShares MBS ETF
MBB
+$9.99M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$9.61M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$8.91M

Sector Composition

Rank Sector Weight
1 Technology 14.94%
2 Financials 10.4%
3 Communication Services 6.21%
4 Consumer Discretionary 4.49%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCK icon
226
McKesson
MCK
$102B
$2.13M 0.06%
2,598
+1,251
+93% +$1.02M
QCOM icon
227
Qualcomm
QCOM
$168B
$2.13M 0.06%
12,448
+3,174
+34% +$544K
UL icon
228
Unilever
UL
$137B
$2.13M 0.06%
32,513
-212
-0.6% -$14.2K
NEM icon
229
Newmont
NEM
$111B
$2.1M 0.06%
21,071
+1,048
+5% +$94.7K
DKNG icon
230
DraftKings
DKNG
$11B
$2.08M 0.06%
+60,344
New +$1.98M
XLV icon
231
State Street Health Care Select Sector SPDR ETF
XLV
$42.4B
$2.08M 0.06%
13,409
+2,332
+21% +$349K
ETN icon
232
Eaton
ETN
$174B
$2.07M 0.06%
6,499
-140
-2% -$49.6K
FCAL icon
233
First Trust California Municipal High income ETF
FCAL
$220M
$2.07M 0.06%
41,953
-3,112
-7% -$153K
SCHW
234
Charles Schwab
SCHW
$187B
$2.06M 0.06%
20,651
+2,161
+12% +$205K
DGRO icon
235
iShares Core Dividend Growth ETF
DGRO
$43.4B
$2.06M 0.06%
29,630
+482
+2% +$33.1K
SO icon
236
Southern Company
SO
$107B
$2.05M 0.06%
23,553
+2,333
+11% +$213K
SMFG icon
237
Sumitomo Mitsui Financial
SMFG
$163B
$2.03M 0.06%
105,188
+15,377
+17% +$267K
VWOB icon
238
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.16B
$2.01M 0.06%
29,867
+618
+2% +$41.7K
PPG icon
239
PPG Industries
PPG
$26B
$2.01M 0.06%
+19,632
New +$1.97M
SPEM icon
240
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
$2.01M 0.06%
42,939
+791
+2% +$37.2K
DB icon
241
Deutsche Bank
DB
$70.7B
$2M 0.06%
51,974
+3,064
+6% +$111K
LMT icon
242
Lockheed Martin
LMT
$135B
$2M 0.06%
4,132
+48
+1% +$23K
UPS icon
243
United Parcel Service
UPS
$87.7B
$1.99M 0.06%
20,091
+936
+5% +$87.6K
BTI icon
244
British American Tobacco
BTI
$127B
$1.99M 0.06%
35,147
-6,886
-16% -$376K
SCHM icon
245
Schwab US Mid-Cap ETF
SCHM
$14.9B
$1.99M 0.06%
66,129
+21
+0% +$626
VLO icon
246
Valero Energy
VLO
$87.2B
$1.96M 0.06%
12,047
+6,189
+106% +$1.05M
MBB icon
247
iShares MBS ETF
MBB
$39B
$1.95M 0.06%
20,428
-104,776
-84% -$9.99M
NTES icon
248
NetEase
NTES
$83.5B
$1.93M 0.06%
14,041
+1,933
+16% +$274K
UBS icon
249
UBS Group
UBS
$173B
$1.93M 0.06%
41,632
+2,953
+8% +$119K
NYF icon
250
iShares New York Muni Bond ETF
NYF
$1.39B
$1.9M 0.06%
35,583
+3,045
+9% +$163K
8 9
10
11 12

Similar funds

HFCIX
H&F Corporate Investors X San Francisco, California $3.85B AUM
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
AC
Anther Capital Hong Kong $3.83B AUM
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
IP
Interval Partners New York $3.82B AUM 27.38% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $3.81B AUM 26.36% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

Atomi Financial Group's Q4 2025 Portfolio in Review

As of Q4 2025, Atomi Financial Group held 1,284 positions worth $3.41B, up 10% from $3.09B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

Atomi Financial Group deployed $306M of net new capital in Q4 2025, opening 119 new positions and adding to 691 existing holdings. Its largest new stake was Figma: 911,342 shares worth $34.1M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 12% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Oklo, an estimated $25M trimmed.

  • Atomi Financial Group's largest Q4 2025 buy was Figma: 911,342 shares worth $34.1M.
  • Atomi Financial Group added most to Broadcom in Q4 2025, an estimated $26.4M increase.
  • Atomi Financial Group's biggest Q4 2025 reduction was Oklo, cutting an estimated $25M.
  • Atomi Financial Group fully exited iShares iBonds Dec 2025 Term Treasury ETF in Q4 2025, selling an estimated $2.27M.
  • Atomi Financial Group's ten largest holdings make up 23% of its $3.41B portfolio in Q4 2025.
  • Atomi Financial Group opened 119 new positions and closed 78 in Q4 2025.
  • Atomi Financial Group's portfolio value rose 10% quarter-over-quarter to $3.41B.

Based on Atomi Financial Group's 13F filing for Q4 2025, filed 19 Feb 2026.