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
$1.98B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.5M
3
+$12.7M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$2.86M
2
+$2.27M
3
+$2.12M
4
NEE icon
NextEra Energy
NEE
+$2.05M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.84M

Sector Composition

1 Technology 12.68%
2 Financials 11.38%
3 Communication Services 6.72%
4 Consumer Discretionary 4.45%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$953K 0.05%
9,844
+1,549
277
$948K 0.05%
17,511
+5,210
278
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6,541
+2,709
279
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4,104
+1,166
280
$919K 0.05%
17,662
+7,509
281
$918K 0.05%
17,551
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282
$915K 0.05%
12,094
-3,028
283
$914K 0.05%
+5,648
284
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22,181
+2,147
285
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7,307
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286
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287
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21,749
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288
$900K 0.05%
10,257
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289
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5,768
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290
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291
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34,982
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293
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294
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11,657
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295
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296
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297
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298
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1,551
+737
299
$883K 0.04%
33,287
-9,146
300
$878K 0.04%
4,748
-14
10 11
12
13 14