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
$3.38B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$26.4M
3
+$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Top Sells

1
+$25M
2
+$12.8M
3
+$9.99M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$9.61M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$8.91M

Sector Composition

1 Technology 15.06%
2 Financials 10.36%
3 Communication Services 6.26%
4 Consumer Discretionary 4.52%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FBND icon
301
Fidelity Total Bond ETF
FBND
$24.9B
$1.47M 0.04%
32,018
+1,756
BSX icon
302
Boston Scientific
BSX
$106B
$1.47M 0.04%
15,423
+1,978
DCRE icon
303
DoubleLine Commercial Real Estate Debt ETF
DCRE
$348M
$1.47M 0.04%
28,230
+2,874
PWZ icon
304
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.09B
$1.46M 0.04%
60,539
+128
GM icon
305
General Motors
GM
$68B
$1.46M 0.04%
17,946
+2,437
MFG icon
306
Mizuho Financial
MFG
$99.2B
$1.45M 0.04%
198,660
+27,362
ACN icon
307
Accenture
ACN
$132B
$1.45M 0.04%
5,388
+2,343
CB icon
308
Chubb
CB
$128B
$1.45M 0.04%
4,631
+10
SCCO icon
309
Southern Copper
SCCO
$153B
$1.43M 0.04%
10,056
+22
GFI icon
310
Gold Fields
GFI
$45.1B
$1.42M 0.04%
32,561
+1,349
BXMX icon
311
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.5B
$1.41M 0.04%
95,651
+14,672
ESGD icon
312
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.9B
$1.4M 0.04%
14,704
+2,596
BN icon
313
Brookfield
BN
$92.5B
$1.4M 0.04%
30,461
+2,504
APD icon
314
Air Products & Chemicals
APD
$60.6B
$1.38M 0.04%
5,571
+2,932
HON icon
315
Honeywell
HON
$149B
$1.37M 0.04%
7,041
+256
IWO icon
316
iShares Russell 2000 Growth ETF
IWO
$12.5B
$1.37M 0.04%
4,243
+1,640
SCHX icon
317
Schwab US Large- Cap ETF
SCHX
$62.9B
$1.37M 0.04%
50,919
+11,398
MMM icon
318
3M
MMM
$80.8B
$1.36M 0.04%
8,521
-18,140
SPD icon
319
Simplify US Equity PLUS Downside Convexity ETF
SPD
$113M
$1.36M 0.04%
34,559
-8,132
ITW icon
320
Illinois Tool Works
ITW
$79.9B
$1.35M 0.04%
5,487
-46
PLD icon
321
Prologis
PLD
$125B
$1.34M 0.04%
10,519
+3,124
ADI icon
322
Analog Devices
ADI
$154B
$1.34M 0.04%
4,928
+997
EMR icon
323
Emerson Electric
EMR
$77.8B
$1.33M 0.04%
10,050
+564
MKL icon
324
Markel Group
MKL
$24.9B
$1.32M 0.04%
615
+11
XBI icon
325
State Street SPDR S&P Biotech ETF
XBI
$8.12B
$1.32M 0.04%
+10,814
11 12
13
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