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
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.7M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.81M
5
BND icon
Vanguard Total Bond Market
BND
+$7.14M

Top Sells

1
+$11.1M
2
+$8.26M
3
+$7.15M
4
OKLO
Oklo
OKLO
+$5.76M
5
RBLX icon
Roblox
RBLX
+$5.59M

Sector Composition

1 Financials 12.16%
2 Technology 11.72%
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
APH icon
276
Amphenol
APH
$166B
$1.26M 0.05%
12,787
-986
BRO icon
277
Brown & Brown
BRO
$27.3B
$1.25M 0.05%
11,268
+1,453
TYL icon
278
Tyler Technologies
TYL
$20.1B
$1.25M 0.05%
2,104
+61
QYLD icon
279
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.42B
$1.24M 0.05%
74,073
-9,137
VIGI icon
280
Vanguard International Dividend Appreciation ETF
VIGI
$8.61B
$1.23M 0.05%
13,602
+46
CTAS icon
281
Cintas
CTAS
$75.5B
$1.22M 0.05%
5,469
+463
ZTS icon
282
Zoetis
ZTS
$53.4B
$1.21M 0.05%
7,762
+514
QCOM icon
283
Qualcomm
QCOM
$187B
$1.2M 0.05%
7,543
+397
ITW icon
284
Illinois Tool Works
ITW
$71.2B
$1.2M 0.05%
4,852
+65
ETY icon
285
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.44B
$1.2M 0.05%
77,507
+2,654
BSCP icon
286
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.98B
$1.2M 0.05%
57,959
-1,127
FAST icon
287
Fastenal
FAST
$46.8B
$1.2M 0.05%
28,462
+4,508
EFAV icon
288
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.48B
$1.19M 0.05%
14,163
-179
EMR icon
289
Emerson Electric
EMR
$72.2B
$1.19M 0.05%
8,929
+1,503
QUS icon
290
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.54B
$1.19M 0.04%
+7,287
ESGV icon
291
Vanguard ESG US Stock ETF
ESGV
$11.6B
$1.18M 0.04%
10,797
+431
BSX icon
292
Boston Scientific
BSX
$156B
$1.18M 0.04%
11,009
+514
DDIV icon
293
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF
DDIV
$65.7M
$1.18M 0.04%
30,955
+1,413
SMFG icon
294
Sumitomo Mitsui Financial
SMFG
$106B
$1.17M 0.04%
77,521
-32,186
ACN icon
295
Accenture
ACN
$154B
$1.17M 0.04%
3,916
+1,191
AVEM icon
296
Avantis Emerging Markets Equity ETF
AVEM
$13.8B
$1.17M 0.04%
17,013
+4,807
COP icon
297
ConocoPhillips
COP
$110B
$1.16M 0.04%
12,929
+3,146
FBND icon
298
Fidelity Total Bond ETF
FBND
$20.9B
$1.16M 0.04%
25,338
+6,745
URTH icon
299
iShares MSCI World ETF
URTH
$5.94B
$1.16M 0.04%
6,842
+324
VXUS icon
300
Vanguard Total International Stock ETF
VXUS
$108B
$1.16M 0.04%
16,733
+7,287
10 11
12
13 14