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
$1.35B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.8M
3
+$10M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.67M

Top Sells

1
+$5.58M
2
+$4M
3
+$3.63M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.19M
5
LIN icon
Linde
LIN
+$2.69M

Sector Composition

1 Technology 13%
2 Financials 12.43%
3 Communication Services 6.33%
4 Healthcare 3.67%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$833K 0.06%
77,771
+55,761
252
$824K 0.06%
27,881
-3,825
253
$820K 0.06%
+34,179
254
$810K 0.06%
10,743
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255
$808K 0.06%
26,085
-2,735
256
$806K 0.06%
7,570
+1,620
257
$800K 0.06%
10,277
+859
258
$790K 0.06%
7,676
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259
$790K 0.06%
27,418
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260
$788K 0.06%
14,855
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261
$786K 0.06%
58,624
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262
$785K 0.06%
15,433
-127
263
$772K 0.06%
+11,764
264
$766K 0.06%
16,126
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265
$766K 0.06%
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267
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15,743
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268
$757K 0.06%
52,263
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269
$755K 0.06%
4,977
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270
$755K 0.06%
6,942
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271
$736K 0.05%
11,144
-182
272
$734K 0.05%
1,302
+203
273
$733K 0.05%
15,636
+1,434
274
$727K 0.05%
+31,511
275
$727K 0.05%
3,044
+1,218
9 10
11
12 13