AFG

Atomi Financial Group Portfolio holdings

AUM $3.38B
1-Year Est. Return 32.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.12%
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
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
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
251
$1.41M 0.05%
25,520
+2,384
252
$1.41M 0.05%
2,660
+528
253
$1.41M 0.05%
22,693
+226
254
$1.39M 0.05%
10,451
+423
255
$1.39M 0.05%
25,632
+2,435
256
$1.39M 0.05%
1,554
-173
257
$1.37M 0.05%
19,296
-3,277
258
$1.37M 0.05%
46,688
+4,320
259
$1.36M 0.05%
6,885
-193
260
$1.36M 0.05%
5,510
+329
261
$1.35M 0.05%
12,796
+242
262
$1.35M 0.05%
4,884
+781
263
$1.34M 0.05%
14,521
-507
264
$1.33M 0.05%
5,593
-204
265
$1.33M 0.05%
6,720
+57
266
$1.32M 0.05%
93,081
+44,837
267
$1.31M 0.05%
9,884
+1,491
268
$1.31M 0.05%
12,427
-582
269
$1.3M 0.05%
25,950
+6,721
270
$1.3M 0.05%
32,217
-294
271
$1.3M 0.05%
17,673
+4,302
272
$1.3M 0.05%
84,407
+13,196
273
$1.29M 0.05%
2,445
+623
274
$1.29M 0.05%
4,473
+388
275
$1.28M 0.05%
10,396
-1,905
9 10
11
12 13