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
$1.6B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.7M
3
+$13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.83M

Top Sells

1
+$10.6M
2
+$4.67M
3
+$3.12M
4
QCOM icon
Qualcomm
QCOM
+$3.12M
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$3.03M

Sector Composition

1 Technology 11.83%
2 Financials 11.12%
3 Communication Services 6.02%
4 Consumer Discretionary 3.97%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$990K 0.06%
31,244
+2,308
252
$968K 0.06%
5,729
+752
253
$959K 0.06%
1,643
+276
254
$956K 0.06%
2,547
-537
255
$956K 0.06%
14,422
+3,717
256
$955K 0.06%
10,297
+724
257
$952K 0.06%
18,019
+11,092
258
$948K 0.06%
93,159
-33,999
259
$943K 0.06%
4,669
-287
260
$934K 0.06%
14,757
+8,118
261
$923K 0.06%
1,963
+927
262
$916K 0.06%
10,378
-2,290
263
$915K 0.06%
29,587
+1,706
264
$910K 0.06%
+9,984
265
$909K 0.06%
291,387
+137,856
266
$897K 0.06%
13,522
+2,006
267
$896K 0.06%
4,847
+848
268
$893K 0.06%
8,295
-2,799
269
$892K 0.06%
1,917
+827
270
$890K 0.06%
1,150
-381
271
$890K 0.06%
13,936
+1,951
272
$889K 0.06%
8,664
+1,836
273
$879K 0.05%
4,894
+753
274
$877K 0.05%
3,170
+126
275
$877K 0.05%
10,443
+88
9 10
11
12 13