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
$723M
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$11.7M
3
+$11.5M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.6M

Top Sells

1
+$2.28M
2
+$1.24M
3
+$1.15M
4
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$1.1M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$940K

Sector Composition

1 Financials 17.31%
2 Technology 15.64%
3 Communication Services 5.99%
4 Healthcare 4.42%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$490K 0.07%
6,008
+22
277
$490K 0.07%
4,801
-29
278
$488K 0.07%
+8,163
279
$484K 0.07%
+6,209
280
$484K 0.07%
48,616
+6,196
281
$483K 0.07%
+2,893
282
$482K 0.07%
+2,003
283
$481K 0.07%
+11,118
284
$478K 0.07%
8,262
-1,076
285
$475K 0.07%
23,411
-4,781
286
$474K 0.07%
+11,183
287
$468K 0.06%
7,221
-339
288
$468K 0.06%
+5,778
289
$468K 0.06%
+35,026
290
$465K 0.06%
32,265
-113
291
$462K 0.06%
+17,692
292
$461K 0.06%
+18,558
293
$460K 0.06%
+24,814
294
$460K 0.06%
+9,278
295
$459K 0.06%
+9,234
296
$458K 0.06%
19,371
-367
297
$457K 0.06%
25,480
-746
298
$457K 0.06%
3,897
+362
299
$451K 0.06%
7,290
+137
300
$450K 0.06%
+28,752
10 11
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