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
$723M
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$11.7M
3
+$11.5M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.6M

Top Sells

1
+$2.28M
2
+$1.24M
3
+$1.15M
4
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$1.1M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$940K

Sector Composition

1 Financials 17.31%
2 Technology 15.64%
3 Communication Services 5.99%
4 Healthcare 4.42%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$449K 0.06%
21,927
+4,921
302
$445K 0.06%
3,808
+1,679
303
$445K 0.06%
+4,743
304
$441K 0.06%
+5,173
305
$441K 0.06%
5,435
-90
306
$439K 0.06%
28,465
-184
307
$438K 0.06%
22,596
+1,311
308
$437K 0.06%
+2,509
309
$434K 0.06%
2,884
+920
310
$434K 0.06%
+5,986
311
$432K 0.06%
47,474
+34,333
312
$432K 0.06%
+6,691
313
$431K 0.06%
25,126
-238
314
$428K 0.06%
18,538
-5,158
315
$424K 0.06%
4,049
-129
316
$424K 0.06%
9,489
+1,026
317
$421K 0.06%
+4,000
318
$419K 0.06%
+8,653
319
$419K 0.06%
1,399
+611
320
$417K 0.06%
+1,607
321
$415K 0.06%
+13,425
322
$413K 0.06%
6,732
+2,097
323
$413K 0.06%
+2,307
324
$410K 0.06%
+22,305
325
$409K 0.06%
+2,551
11 12
13
14 15