AFG

Atomi Financial Group Portfolio holdings

AUM $3.09B
1-Year Est. Return 36.43%
This Quarter Est. Return
1 Year Est. Return
+36.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.9M
3
+$13.8M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.5M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$2.96M
4
GE icon
GE Aerospace
GE
+$2.9M
5
CAT icon
Caterpillar
CAT
+$2.53M

Sector Composition

1 Technology 10.69%
2 Financials 10.41%
3 Communication Services 6.08%
4 Consumer Discretionary 3.92%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.12M 0.05%
12,770
+651
277
$1.12M 0.05%
44,228
+10,941
278
$1.12M 0.05%
14,342
+4,973
279
$1.12M 0.05%
29,542
+15,257
280
$1.11M 0.05%
6,200
+2,056
281
$1.11M 0.05%
6,667
+565
282
$1.11M 0.05%
23,280
-5,912
283
$1.11M 0.05%
164,982
+37,498
284
$1.1M 0.05%
8,647
+982
285
$1.1M 0.05%
19,222
+14
286
$1.1M 0.05%
7,146
+2,307
287
$1.09M 0.05%
4,103
+378
288
$1.09M 0.05%
22,380
+6,884
289
$1.09M 0.05%
9,777
-848
290
$1.08M 0.05%
11,626
+6,310
291
$1.07M 0.05%
6,663
+1,915
292
$1.07M 0.05%
81,882
-16,678
293
$1.07M 0.05%
17,430
+2,496
294
$1.07M 0.05%
2,878
+365
295
$1.07M 0.05%
12,301
+3,642
296
$1.07M 0.05%
74,853
+6,401
297
$1.07M 0.05%
44,969
-616
298
$1.07M 0.05%
1,938
+163
299
$1.07M 0.05%
14,919
+1,127
300
$1.06M 0.05%
10,495
+864
10 11
12
13 14