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
$1.35B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.8M
3
+$10M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.67M

Top Sells

1
+$5.58M
2
+$4M
3
+$3.63M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.19M
5
LIN icon
Linde
LIN
+$2.69M

Sector Composition

1 Technology 13%
2 Financials 12.43%
3 Communication Services 6.33%
4 Healthcare 3.67%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$726K 0.05%
+32,877
277
$724K 0.05%
11,516
+7,401
278
$721K 0.05%
5,227
-686
279
$719K 0.05%
+6,223
280
$718K 0.05%
8,214
+2,204
281
$718K 0.05%
9,573
+319
282
$710K 0.05%
20,569
+736
283
$709K 0.05%
+33,003
284
$708K 0.05%
1,213
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285
$707K 0.05%
5,959
+652
286
$706K 0.05%
17,775
+4,608
287
$701K 0.05%
2,809
288
$699K 0.05%
10,378
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289
$699K 0.05%
4,419
+946
290
$695K 0.05%
2,044
+437
291
$694K 0.05%
6,299
+2,905
292
$692K 0.05%
149,538
+46,143
293
$690K 0.05%
10,355
+1,827
294
$690K 0.05%
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295
$689K 0.05%
8,759
-1,410
296
$688K 0.05%
33,223
+365
297
$687K 0.05%
1,367
+43
298
$687K 0.05%
9,035
+2,277
299
$686K 0.05%
4,652
+687
300
$677K 0.05%
3,015
+534
10 11
12
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