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

Top Buys

1
+$18M
2
+$14M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.6M

Top Sells

1
+$66.1M
2
+$23.3M
3
+$10.6M
4
COIN icon
Coinbase
COIN
+$7.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$6.5M

Sector Composition

1 Technology 12.43%
2 Financials 11.8%
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
NVO icon
251
Novo Nordisk
NVO
$277B
$1.56M 0.05%
28,043
-10,687
EFV icon
252
iShares MSCI EAFE Value ETF
EFV
$28.5B
$1.55M 0.05%
22,865
-7,400
QCOM icon
253
Qualcomm
QCOM
$171B
$1.54M 0.05%
9,274
+1,731
XLV icon
254
State Street Health Care Select Sector SPDR ETF
XLV
$41.1B
$1.54M 0.05%
11,077
-1,522
HWM icon
255
Howmet Aerospace
HWM
$90.5B
$1.54M 0.05%
7,832
+206
ADP icon
256
Automatic Data Processing
ADP
$105B
$1.53M 0.05%
5,215
+88
XLF icon
257
State Street Financial Select Sector SPDR ETF
XLF
$54.4B
$1.51M 0.05%
28,117
-4,597
SMFG icon
258
Sumitomo Mitsui Financial
SMFG
$136B
$1.5M 0.05%
89,811
+12,290
B
259
Barrick Mining
B
$82.2B
$1.49M 0.05%
45,443
+25,987
AFL icon
260
Aflac
AFL
$57.4B
$1.49M 0.05%
13,305
+878
IJH icon
261
iShares Core S&P Mid-Cap ETF
IJH
$109B
$1.48M 0.05%
22,743
+50
BHP icon
262
BHP
BHP
$165B
$1.48M 0.05%
26,506
+9,410
NOBL icon
263
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$1.47M 0.05%
14,266
-5,055
VIGI icon
264
Vanguard International Dividend Appreciation ETF
VIGI
$9.26B
$1.46M 0.05%
16,304
+2,702
NKE icon
265
Nike
NKE
$95.3B
$1.45M 0.05%
20,731
+1,435
PWZ icon
266
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.1B
$1.45M 0.05%
60,411
-4,235
ITW icon
267
Illinois Tool Works
ITW
$76.4B
$1.44M 0.05%
5,533
+681
FAST icon
268
Fastenal
FAST
$50.2B
$1.43M 0.05%
29,257
+795
HON icon
269
Honeywell
HON
$139B
$1.43M 0.05%
6,785
-564
BR icon
270
Broadridge
BR
$25.5B
$1.43M 0.05%
5,997
+153
PEP icon
271
PepsiCo
PEP
$200B
$1.43M 0.05%
10,157
+4,813
PGR icon
272
Progressive
PGR
$119B
$1.41M 0.05%
5,707
+94
SYK icon
273
Stryker
SYK
$139B
$1.41M 0.05%
3,807
+895
BSJP
274
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$1.4M 0.05%
60,835
-8,572
TECK icon
275
Teck Resources
TECK
$24.7B
$1.4M 0.05%
31,933
-284
9 10
11
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