AFG

Atomi Financial Group Portfolio holdings

AUM $2.64B
1-Year Est. Return 31.3%
This Quarter Est. Return
1 Year Est. Return
+31.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.99M
3
+$2.9M
4
NVDA icon
NVIDIA
NVDA
+$2.48M
5
GE icon
GE Aerospace
GE
+$2.4M

Top Sells

1
+$1.26M
2
+$1.23M
3
+$832K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$804K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$797K

Sector Composition

1 Technology 18.4%
2 Financials 6.12%
3 Healthcare 5.1%
4 Industrials 4.43%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$221K 0.07%
2,584
-8,166
302
$220K 0.07%
+5,957
303
$216K 0.07%
2,819
304
$215K 0.07%
+788
305
$212K 0.07%
+904
306
$211K 0.07%
31,486
-1,382
307
$211K 0.07%
2,887
+138
308
$209K 0.07%
9,303
-445
309
$207K 0.07%
+3,092
310
$205K 0.07%
12,199
+1,342
311
$205K 0.07%
19,260
+4,258
312
$202K 0.07%
1,465
+51
313
$200K 0.07%
+1,381
314
$200K 0.07%
+1,113
315
$199K 0.07%
46,742
-2,214
316
$198K 0.07%
37,195
317
$183K 0.06%
+10,337
318
$176K 0.06%
15,768
319
$173K 0.06%
+26,846
320
$173K 0.06%
16,946
321
$169K 0.06%
22,351
-6,504
322
$169K 0.06%
18,152
+800
323
$167K 0.06%
10,115
-1,361
324
$162K 0.05%
+19,265
325
$160K 0.05%
13,090
11 12
13
14 15