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
$3.38B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1 +$41.2M
2 +$26.4M
3 +$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Sector Composition

1 Technology 15.06%
2 Financials 10.36%
3 Communication Services 6.26%
4 Consumer Discretionary 4.52%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ECL icon
251
Ecolab
ECL
$80.9B
$1.89M 0.06%
7,185
+58
CRWD icon
252
CrowdStrike
CRWD
$107B
$1.88M 0.06%
4,000
+780
DE icon
253
Deere & Co
DE
$160B
$1.87M 0.06%
4,017
+267
GSK icon
254
GSK
GSK
$111B
$1.86M 0.06%
37,986
+11,502
ADBE icon
255
Adobe
ADBE
$116B
$1.81M 0.05%
5,181
+1,779
AXON icon
256
Axon Enterprise
AXON
$45.9B
$1.79M 0.05%
3,148
-216
LIN icon
257
Linde
LIN
$227B
$1.78M 0.05%
4,167
-896
PFE icon
258
Pfizer
PFE
$151B
$1.76M 0.05%
70,555
+18,483
BSJS icon
259
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$631M
$1.74M 0.05%
78,899
+37,673
MCHP icon
260
Microchip Technology
MCHP
$36.7B
$1.72M 0.05%
26,941
+21,260
AEM icon
261
Agnico Eagle Mines
AEM
$111B
$1.7M 0.05%
10,055
+5
WELL icon
262
Welltower
WELL
$143B
$1.69M 0.05%
9,132
+2,122
SHW icon
263
Sherwin-Williams
SHW
$83.1B
$1.69M 0.05%
5,227
-23
VYM icon
264
Vanguard High Dividend Yield ETF
VYM
$72.5B
$1.67M 0.05%
11,636
+8
CL icon
265
Colgate-Palmolive
CL
$74.3B
$1.65M 0.05%
20,928
+13,409
HWM icon
266
Howmet Aerospace
HWM
$101B
$1.64M 0.05%
8,013
+181
ING icon
267
ING
ING
$77.6B
$1.63M 0.05%
58,377
+5,815
CMI icon
268
Cummins
CMI
$76.8B
$1.61M 0.05%
3,160
+503
DHI icon
269
D.R. Horton
DHI
$43.4B
$1.61M 0.05%
11,189
+1,704
CEG icon
270
Constellation Energy
CEG
$120B
$1.6M 0.05%
4,542
+1,141
TEL icon
271
TE Connectivity
TEL
$61.8B
$1.6M 0.05%
7,042
+4,321
COP icon
272
ConocoPhillips
COP
$143B
$1.6M 0.05%
17,098
-1,767
IBKR icon
273
Interactive Brokers
IBKR
$30.3B
$1.6M 0.05%
24,845
-616
EFV icon
274
iShares MSCI EAFE Value ETF
EFV
$29.2B
$1.58M 0.05%
22,170
-695
MDT icon
275
Medtronic
MDT
$119B
$1.58M 0.05%
16,396
+1,694