AFG

Atomi Financial Group Portfolio holdings

AUM $2.64B
1-Year Est. Return 31.3%
This Quarter Est. Return
1 Year Est. Return
+31.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.99M
3
+$2.9M
4
NVDA icon
NVIDIA
NVDA
+$2.48M
5
GE icon
GE Aerospace
GE
+$2.4M

Top Sells

1
+$1.26M
2
+$1.23M
3
+$832K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$804K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$797K

Sector Composition

1 Technology 18.4%
2 Financials 6.12%
3 Healthcare 5.1%
4 Industrials 4.43%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$280K 0.09%
6,174
-188
252
$278K 0.09%
+18,570
253
$277K 0.09%
+32,587
254
$276K 0.09%
+10,552
255
$275K 0.09%
+4,215
256
$274K 0.09%
+6,631
257
$271K 0.09%
1,818
+489
258
$271K 0.09%
4,635
+583
259
$270K 0.09%
+4,924
260
$269K 0.09%
+2,684
261
$269K 0.09%
40,763
-1,000
262
$268K 0.09%
4,143
-125
263
$267K 0.09%
+2,794
264
$266K 0.09%
1,441
-1,846
265
$266K 0.09%
+4,986
266
$266K 0.09%
+2,220
267
$265K 0.09%
+10,749
268
$264K 0.09%
+18,785
269
$264K 0.09%
7,868
-2,164
270
$263K 0.09%
2,885
+752
271
$262K 0.09%
36,984
+4,965
272
$260K 0.09%
+20,939
273
$259K 0.09%
1,797
274
$259K 0.09%
+70,688
275
$259K 0.09%
13,878
9 10
11
12 13