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
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.7M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.81M
5
BND icon
Vanguard Total Bond Market
BND
+$7.14M

Top Sells

1
+$11.1M
2
+$8.26M
3
+$7.15M
4
OKLO
Oklo
OKLO
+$5.76M
5
RBLX icon
Roblox
RBLX
+$5.59M

Sector Composition

1 Financials 12.16%
2 Technology 11.72%
3 Communication Services 5.98%
4 Consumer Discretionary 3.96%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBKR icon
251
Interactive Brokers
IBKR
$29.9B
$1.41M 0.05%
25,520
+2,384
GEV icon
252
GE Vernova
GEV
$152B
$1.41M 0.05%
2,660
+528
IJH icon
253
iShares Core S&P Mid-Cap ETF
IJH
$98.8B
$1.41M 0.05%
22,693
+226
VYM icon
254
Vanguard High Dividend Yield ETF
VYM
$65.4B
$1.39M 0.05%
10,451
+423
RELX icon
255
RELX
RELX
$75.3B
$1.39M 0.05%
25,632
+2,435
KLAC icon
256
KLA
KLAC
$153B
$1.39M 0.05%
1,554
-173
NKE icon
257
Nike
NKE
$97.6B
$1.37M 0.05%
19,296
-3,277
DB icon
258
Deutsche Bank
DB
$73.2B
$1.37M 0.05%
46,688
+4,320
DHR icon
259
Danaher
DHR
$156B
$1.36M 0.05%
6,885
-193
DASH icon
260
DoorDash
DASH
$84.3B
$1.36M 0.05%
5,510
+329
FTNT icon
261
Fortinet
FTNT
$60.4B
$1.35M 0.05%
12,796
+242
CME icon
262
CME Group
CME
$103B
$1.35M 0.05%
4,884
+781
IWR icon
263
iShares Russell Mid-Cap ETF
IWR
$44.1B
$1.34M 0.05%
14,521
-507
ADI icon
264
Analog Devices
ADI
$117B
$1.33M 0.05%
5,593
-204
FTEC icon
265
Fidelity MSCI Information Technology Index ETF
FTEC
$16.3B
$1.33M 0.05%
6,720
+57
NWG icon
266
NatWest
NWG
$65.1B
$1.32M 0.05%
93,081
+44,837
KKR icon
267
KKR & Co
KKR
$107B
$1.31M 0.05%
9,884
+1,491
AFL icon
268
Aflac
AFL
$60.2B
$1.31M 0.05%
12,427
-582
VTIP icon
269
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
$1.3M 0.05%
25,950
+6,721
TECK icon
270
Teck Resources
TECK
$20.4B
$1.3M 0.05%
32,217
-294
TD icon
271
Toronto Dominion Bank
TD
$139B
$1.3M 0.05%
17,673
+4,302
BBVA icon
272
Banco Bilbao Vizcaya Argentaria
BBVA
$124B
$1.3M 0.05%
84,407
+13,196
SPGI icon
273
S&P Global
SPGI
$152B
$1.29M 0.05%
2,445
+623
VEEV icon
274
Veeva Systems
VEEV
$47.7B
$1.29M 0.05%
4,473
+388
MU icon
275
Micron Technology
MU
$266B
$1.28M 0.05%
10,396
-1,905
9 10
11
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