AFG

Atomi Financial Group Portfolio holdings

AUM $2.64B
1-Year Est. Return 31.3%
This Quarter Est. Return
1 Year Est. Return
+31.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.99M
3
+$2.9M
4
NVDA icon
NVIDIA
NVDA
+$2.48M
5
GE icon
GE Aerospace
GE
+$2.4M

Top Sells

1
+$1.26M
2
+$1.23M
3
+$832K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$804K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$797K

Sector Composition

1 Technology 18.4%
2 Financials 6.12%
3 Healthcare 5.1%
4 Industrials 4.43%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$258K 0.09%
16,673
-1,000
277
$258K 0.09%
+3,414
278
$257K 0.09%
+3,027
279
$257K 0.09%
+5,967
280
$256K 0.09%
+28,710
281
$252K 0.08%
11,300
-200
282
$252K 0.08%
+5,041
283
$248K 0.08%
607
+18
284
$247K 0.08%
+3,834
285
$246K 0.08%
1,023
-6
286
$245K 0.08%
+3,000
287
$240K 0.08%
2,480
+65
288
$240K 0.08%
4,202
-884
289
$240K 0.08%
+8,351
290
$239K 0.08%
+4,101
291
$238K 0.08%
+1,721
292
$236K 0.08%
5,728
+146
293
$236K 0.08%
+5,633
294
$236K 0.08%
1,964
-32
295
$233K 0.08%
4,050
-331
296
$232K 0.08%
+2,129
297
$229K 0.08%
+62,445
298
$228K 0.08%
21,569
+3,344
299
$227K 0.08%
2,571
+102
300
$225K 0.08%
+1,048
10 11
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