AFG
Atomi Financial Group Portfolio holdings
AUM
$2.64B
This Quarter Return
+6.52%
1 Year Return
+31.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$219M
AUM Growth
+$219M
(+22%)
Cap. Flow
+$30.7M
Cap. Flow
% of AUM
14.02%
Top 10 Holdings %
Top 10 Hldgs %
26.32%
Holding
290
New
66
Increased
122
Reduced
68
Closed
15
Top Buys
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$2.03M |
| 2 |
Apple
AAPL
|
$1.89M |
| 3 |
WisdomTree Dynamic International Equity Fund
DDWM
|
$1.77M |
| 4 |
THOR Low Volatility ETF
THLV
|
$1.65M |
| 5 |
ProShares Short QQQ
PSQ
|
$1.39M |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$3.16M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$2.22M |
| 3 |
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
|
$1.41M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.35M |
| 5 |
Cambria Shareholder Yield ETF
SYLD
|
$1.09M |
Sector Composition
| 1 | Technology | 20.1% |
| 2 | Healthcare | 6.95% |
| 3 | Financials | 6.15% |
| 4 | Industrials | 4.68% |
| 5 | Communication Services | 3.43% |
