AFG

Atomi Financial Group Portfolio holdings

AUM $3.09B
1-Year Est. Return 36.43%
This Quarter Est. Return
1 Year Est. Return
+36.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.9M
3
+$13.8M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.5M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$2.96M
4
GE icon
GE Aerospace
GE
+$2.9M
5
CAT icon
Caterpillar
CAT
+$2.53M

Sector Composition

1 Technology 10.69%
2 Financials 10.41%
3 Communication Services 6.08%
4 Consumer Discretionary 3.92%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.21M 0.06%
12,554
+3,069
252
$1.21M 0.06%
29,200
+2,956
253
$1.21M 0.05%
12,147
+709
254
$1.2M 0.05%
15,346
+144
255
$1.19M 0.05%
2,672
-364
256
$1.19M 0.05%
7,248
+597
257
$1.19M 0.05%
22,734
+5,072
258
$1.19M 0.05%
2,043
+147
259
$1.19M 0.05%
4,787
+169
260
$1.18M 0.05%
32,511
-804
261
$1.18M 0.05%
19,075
+6,946
262
$1.18M 0.05%
13,119
+2,611
263
$1.18M 0.05%
19,613
+7,230
264
$1.17M 0.05%
1,727
+380
265
$1.17M 0.05%
23,197
-5,035
266
$1.17M 0.05%
26,603
+4,422
267
$1.17M 0.05%
5,797
+1,040
268
$1.16M 0.05%
7,744
+1,848
269
$1.16M 0.05%
19,406
+14,539
270
$1.16M 0.05%
4,780
+676
271
$1.15M 0.05%
17,347
+12,468
272
$1.15M 0.05%
4,488
+3,683
273
$1.13M 0.05%
19,007
-8,551
274
$1.13M 0.05%
16,440
+2,172
275
$1.12M 0.05%
13,556
-896
9 10
11
12 13