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
$3.09B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.6M

Top Sells

1
+$66.1M
2
+$23.3M
3
+$10.6M
4
COIN icon
Coinbase
COIN
+$7.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$6.5M

Sector Composition

1 Technology 12.43%
2 Financials 11.8%
3 Communication Services 6.25%
4 Consumer Discretionary 3.99%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDT icon
276
Medtronic
MDT
$126B
$1.4M 0.05%
14,702
+3,659
FBND icon
277
Fidelity Total Bond ETF
FBND
$23.7B
$1.4M 0.05%
30,262
+4,924
EQIX icon
278
Equinix
EQIX
$77B
$1.39M 0.05%
1,780
-2,780
GBIL icon
279
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.7B
$1.39M 0.04%
13,828
+10,827
USFR icon
280
WisdomTree Floating Rate Treasury Fund
USFR
$16.4B
$1.38M 0.04%
27,396
+15,764
USMV icon
281
iShares MSCI USA Min Vol Factor ETF
USMV
$22.8B
$1.37M 0.04%
14,451
-846
MPC icon
282
Marathon Petroleum
MPC
$52.4B
$1.37M 0.04%
7,123
+506
ING icon
283
ING
ING
$81.7B
$1.37M 0.04%
52,562
+7,381
NWG icon
284
NatWest
NWG
$69.5B
$1.37M 0.04%
96,673
+3,592
TMUS icon
285
T-Mobile US
TMUS
$206B
$1.36M 0.04%
5,691
+898
KKR icon
286
KKR & Co
KKR
$110B
$1.36M 0.04%
10,432
+548
IJS icon
287
iShares S&P Small-Cap 600 Value ETF
IJS
$7.38B
$1.36M 0.04%
12,256
-58,734
CLS icon
288
Celestica
CLS
$35.7B
$1.34M 0.04%
5,444
-400
LHX icon
289
L3Harris
LHX
$63.8B
$1.34M 0.04%
4,383
+901
PFE icon
290
Pfizer
PFE
$145B
$1.33M 0.04%
52,072
+14,132
DCRE icon
291
DoubleLine Commercial Real Estate ETF
DCRE
$335M
$1.32M 0.04%
25,356
+7,573
AMT icon
292
American Tower
AMT
$83.6B
$1.32M 0.04%
6,856
-530
CME icon
293
CME Group
CME
$101B
$1.32M 0.04%
4,871
-13
BSX icon
294
Boston Scientific
BSX
$135B
$1.31M 0.04%
13,445
+2,436
GFI icon
295
Gold Fields
GFI
$46.8B
$1.31M 0.04%
31,212
+2,748
QYLD icon
296
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.14B
$1.31M 0.04%
76,800
+2,727
VEEV icon
297
Veeva Systems
VEEV
$35.5B
$1.31M 0.04%
4,384
-89
PPLT icon
298
abrdn Physical Platinum Shares ETF
PPLT
$3.41B
$1.31M 0.04%
9,136
+83
CB icon
299
Chubb
CB
$119B
$1.3M 0.04%
4,621
-1,035
FTEC icon
300
Fidelity MSCI Information Technology Index ETF
FTEC
$16.4B
$1.3M 0.04%
5,860
-860
10 11
12
13 14