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
$1.98B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.5M
3
+$12.7M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$2.86M
2
+$2.27M
3
+$2.12M
4
NEE icon
NextEra Energy
NEE
+$2.05M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.84M

Sector Composition

1 Technology 12.68%
2 Financials 11.38%
3 Communication Services 6.72%
4 Consumer Discretionary 4.45%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.08M 0.05%
6,651
+626
252
$1.08M 0.05%
7,865
+402
253
$1.07M 0.05%
7,665
+531
254
$1.07M 0.05%
17,541
+7,421
255
$1.06M 0.05%
14,268
+332
256
$1.05M 0.05%
6,102
+373
257
$1.05M 0.05%
6,161
+233
258
$1.04M 0.05%
72,066
+8,920
259
$1.04M 0.05%
13,792
+3,457
260
$1.03M 0.05%
5,352
+505
261
$1.03M 0.05%
66,025
+38,125
262
$1.02M 0.05%
10,321
-1,039
263
$1.02M 0.05%
68,452
+33,640
264
$1.02M 0.05%
105,467
+81,573
265
$1.01M 0.05%
22,888
+1,936
266
$1.01M 0.05%
4,757
+2,573
267
$1M 0.05%
+27,371
268
$999K 0.05%
2,841
+539
269
$990K 0.05%
18,656
+5,461
270
$968K 0.05%
11,339
+1,108
271
$965K 0.05%
2,277
+580
272
$960K 0.05%
10,516
+79
273
$960K 0.05%
11,294
+2,015
274
$957K 0.05%
5,169
-433
275
$953K 0.05%
26,244
+2,881
9 10
11
12 13