AFG

Atomi Financial Group Portfolio holdings

AUM $3.38B
1-Year Est. Return 32.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
3 Communication Services 5.98%
4 Consumer Discretionary 3.96%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.26M 0.05%
12,787
-986
277
$1.25M 0.05%
11,268
+1,453
278
$1.25M 0.05%
2,104
+61
279
$1.24M 0.05%
74,073
-9,137
280
$1.23M 0.05%
13,602
+46
281
$1.22M 0.05%
5,469
+463
282
$1.21M 0.05%
7,762
+514
283
$1.2M 0.05%
7,543
+397
284
$1.2M 0.05%
4,852
+65
285
$1.2M 0.05%
77,507
+2,654
286
$1.2M 0.05%
57,959
-1,127
287
$1.2M 0.05%
28,462
+4,508
288
$1.19M 0.05%
14,163
-179
289
$1.19M 0.05%
8,929
+1,503
290
$1.19M 0.04%
+7,287
291
$1.18M 0.04%
10,797
+431
292
$1.18M 0.04%
11,009
+514
293
$1.18M 0.04%
30,955
+1,413
294
$1.17M 0.04%
77,521
-32,186
295
$1.17M 0.04%
3,916
+1,191
296
$1.17M 0.04%
17,013
+4,807
297
$1.16M 0.04%
12,929
+3,146
298
$1.16M 0.04%
25,338
+6,745
299
$1.16M 0.04%
6,842
+324
300
$1.16M 0.04%
16,733
+7,287
10 11
12
13 14