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
$3.09B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.6M

Top Sells

1
+$66.1M
2
+$23.3M
3
+$10.6M
4
COIN icon
Coinbase
COIN
+$7.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$6.5M

Sector Composition

1 Technology 12.43%
2 Financials 11.8%
3 Communication Services 6.25%
4 Consumer Discretionary 3.99%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PH icon
301
Parker-Hannifin
PH
$118B
$1.3M 0.04%
1,715
+283
MTUM icon
302
iShares MSCI USA Momentum Factor ETF
MTUM
$21.2B
$1.3M 0.04%
5,056
+373
SPGI icon
303
S&P Global
SPGI
$162B
$1.3M 0.04%
2,662
+217
DHR icon
304
Danaher
DHR
$167B
$1.29M 0.04%
6,494
-391
URTH icon
305
iShares MSCI World ETF
URTH
$6.89B
$1.29M 0.04%
7,087
+245
ETY icon
306
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.4B
$1.28M 0.04%
80,516
+3,009
BN icon
307
Brookfield
BN
$104B
$1.28M 0.04%
27,957
+2,796
IWR icon
308
iShares Russell Mid-Cap ETF
IWR
$47.8B
$1.28M 0.04%
13,234
-1,287
IVW icon
309
iShares S&P 500 Growth ETF
IVW
$65.8B
$1.25M 0.04%
10,376
-3,229
RCL icon
310
Royal Caribbean
RCL
$74B
$1.25M 0.04%
3,865
+495
DELL icon
311
Dell
DELL
$75.7B
$1.25M 0.04%
8,818
+561
WELL icon
312
Welltower
WELL
$129B
$1.25M 0.04%
7,010
+615
EMR icon
313
Emerson Electric
EMR
$82.6B
$1.24M 0.04%
9,486
+557
SLVP icon
314
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$1.12B
$1.22M 0.04%
44,663
-7,127
ADBE icon
315
Adobe
ADBE
$119B
$1.2M 0.04%
3,402
-644
EFAV icon
316
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.24B
$1.2M 0.04%
14,124
-39
SCCO icon
317
Southern Copper
SCCO
$150B
$1.2M 0.04%
9,950
+197
VOOG icon
318
Vanguard S&P 500 Growth ETF
VOOG
$21.8B
$1.19M 0.04%
2,735
+1,431
USB icon
319
US Bancorp
USB
$85.4B
$1.19M 0.04%
24,603
+3,786
WMB icon
320
Williams Companies
WMB
$75.4B
$1.19M 0.04%
18,741
-8,900
AEP icon
321
American Electric Power
AEP
$63.9B
$1.19M 0.04%
10,539
+1,644
DFAC icon
322
Dimensional US Core Equity 2 ETF
DFAC
$41B
$1.18M 0.04%
+30,612
GD icon
323
General Dynamics
GD
$98B
$1.18M 0.04%
3,459
+679
RELX icon
324
RELX
RELX
$73.9B
$1.17M 0.04%
24,578
-1,054
AU icon
325
AngloGold Ashanti
AU
$53.1B
$1.17M 0.04%
16,645
+641
11 12
13
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