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
$3.38B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$26.4M
3
+$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Top Sells

1
+$25M
2
+$12.8M
3
+$9.99M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$9.61M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$8.91M

Sector Composition

1 Technology 15.06%
2 Financials 10.36%
3 Communication Services 6.26%
4 Consumer Discretionary 4.52%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPGI icon
276
S&P Global
SPGI
$135B
$1.57M 0.05%
3,004
+342
JPST icon
277
JPMorgan Ultra-Short Income ETF
JPST
$37.3B
$1.57M 0.05%
31,018
-643
USB icon
278
US Bancorp
USB
$81.4B
$1.55M 0.05%
28,962
+4,359
TECK icon
279
Teck Resources
TECK
$24.7B
$1.55M 0.05%
32,266
+333
NVO icon
280
Novo Nordisk
NVO
$171B
$1.54M 0.05%
30,337
+2,294
IBN icon
281
ICICI Bank
IBN
$101B
$1.54M 0.05%
51,747
-4,465
CLS icon
282
Celestica
CLS
$28.7B
$1.53M 0.05%
5,179
-265
RIO icon
283
Rio Tinto
RIO
$147B
$1.53M 0.05%
19,074
+4,834
ETR icon
284
Entergy
ETR
$47.4B
$1.52M 0.05%
16,484
+9,127
ESGV icon
285
Vanguard ESG US Stock ETF
ESGV
$11.4B
$1.52M 0.05%
12,578
-1,014
PPLT icon
286
abrdn Physical Platinum Shares ETF
PPLT
$3.05B
$1.52M 0.05%
8,159
-977
PNC icon
287
PNC Financial Services
PNC
$83.1B
$1.52M 0.05%
7,285
+1,499
IJH icon
288
iShares Core S&P Mid-Cap ETF
IJH
$106B
$1.52M 0.04%
23,023
+280
PPA icon
289
Invesco Aerospace & Defense ETF
PPA
$8.21B
$1.52M 0.04%
9,693
-414
USFR icon
290
WisdomTree Floating Rate Treasury Fund
USFR
$16.1B
$1.52M 0.04%
30,124
+2,728
IVE icon
291
iShares S&P 500 Value ETF
IVE
$49.2B
$1.51M 0.04%
7,128
-1,164
AFL icon
292
Aflac
AFL
$57.7B
$1.51M 0.04%
13,652
+347
NOBL icon
293
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
$1.5M 0.04%
14,407
+141
KMI icon
294
Kinder Morgan
KMI
$74.7B
$1.5M 0.04%
54,408
-1,497
VIGI icon
295
Vanguard International Dividend Appreciation ETF
VIGI
$8.9B
$1.49M 0.04%
16,266
-38
MO icon
296
Altria Group
MO
$111B
$1.49M 0.04%
25,769
-59,333
QYLD icon
297
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.24B
$1.49M 0.04%
84,073
+7,273
CME icon
298
CME Group
CME
$114B
$1.48M 0.04%
5,431
+560
AU icon
299
AngloGold Ashanti
AU
$53.8B
$1.48M 0.04%
17,386
+741
GD icon
300
General Dynamics
GD
$98.3B
$1.48M 0.04%
4,391
+932
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