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
$1.6B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.7M
3
+$13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.83M

Top Sells

1
+$10.6M
2
+$4.67M
3
+$3.12M
4
QCOM icon
Qualcomm
QCOM
+$3.12M
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$3.03M

Sector Composition

1 Technology 11.83%
2 Financials 11.12%
3 Communication Services 6.02%
4 Consumer Discretionary 3.97%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$864K 0.05%
5,773
-19,907
277
$863K 0.05%
16,137
+6,477
278
$862K 0.05%
6,391
-562
279
$858K 0.05%
7,171
+948
280
$857K 0.05%
12,041
-2,788
281
$855K 0.05%
23,363
+7,213
282
$849K 0.05%
13,563
+5,878
283
$845K 0.05%
22,568
+1,999
284
$838K 0.05%
37,608
+15,405
285
$831K 0.05%
4,762
+1,284
286
$826K 0.05%
12,745
-373
287
$820K 0.05%
36,999
+3,996
288
$819K 0.05%
7,711
+1,915
289
$815K 0.05%
21,657
-3,352
290
$815K 0.05%
6,877
+1,650
291
$814K 0.05%
2,302
+646
292
$812K 0.05%
13,761
-9,381
293
$810K 0.05%
3,934
+590
294
$804K 0.05%
42,034
+8,811
295
$804K 0.05%
55,782
+3,519
296
$799K 0.05%
9,552
+517
297
$798K 0.05%
4,696
-18,334
298
$798K 0.05%
10,231
+1,211
299
$798K 0.05%
63,146
+4,522
300
$783K 0.05%
4,992
+340
10 11
12
13 14