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
$723M
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$11.7M
3
+$11.5M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.6M

Top Sells

1
+$2.28M
2
+$1.24M
3
+$1.15M
4
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$1.1M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$940K

Sector Composition

1 Financials 17.31%
2 Technology 15.64%
3 Communication Services 5.99%
4 Healthcare 4.42%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$532K 0.07%
1,273
+240
252
$530K 0.07%
18,398
+4,444
253
$528K 0.07%
+21,297
254
$525K 0.07%
15,590
-850
255
$523K 0.07%
+14,764
256
$521K 0.07%
10,699
+2,191
257
$520K 0.07%
8,043
+169
258
$519K 0.07%
+1,122
259
$519K 0.07%
3,819
-606
260
$518K 0.07%
95,465
-8,948
261
$518K 0.07%
12,289
+2,378
262
$516K 0.07%
19,150
-2,809
263
$515K 0.07%
+26,579
264
$514K 0.07%
+1,097
265
$512K 0.07%
2,730
+912
266
$511K 0.07%
11,535
-3,128
267
$505K 0.07%
+3,804
268
$502K 0.07%
+7,404
269
$501K 0.07%
+2,217
270
$500K 0.07%
+1,737
271
$500K 0.07%
+3,836
272
$498K 0.07%
12,960
-344
273
$496K 0.07%
1,822
+918
274
$495K 0.07%
+1,906
275
$491K 0.07%
+3,688
9 10
11
12 13