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
$1.35B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.8M
3
+$10M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.67M

Top Sells

1
+$5.58M
2
+$4M
3
+$3.63M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.19M
5
LIN icon
Linde
LIN
+$2.69M

Sector Composition

1 Technology 13%
2 Financials 12.43%
3 Communication Services 6.33%
4 Healthcare 3.67%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$672K 0.05%
+9,860
302
$672K 0.05%
12,581
+4,147
303
$667K 0.05%
32,600
+431
304
$665K 0.05%
2,470
+1,513
305
$664K 0.05%
13,842
+1,215
306
$658K 0.05%
9,590
-273
307
$655K 0.05%
2,085
+398
308
$655K 0.05%
8,824
+808
309
$653K 0.05%
6,796
+3,313
310
$653K 0.05%
14,926
+563
311
$652K 0.05%
11,913
+805
312
$646K 0.05%
3,664
+800
313
$645K 0.05%
11,557
+1,157
314
$640K 0.05%
59,234
-187
315
$639K 0.05%
11,596
-4,201
316
$638K 0.05%
6,893
-856
317
$637K 0.05%
+19,810
318
$635K 0.05%
20,708
+6,320
319
$634K 0.05%
36,970
+12,697
320
$633K 0.05%
4,625
+214
321
$628K 0.05%
9,024
-682
322
$623K 0.05%
17,518
+7,928
323
$622K 0.05%
10,705
+3,194
324
$622K 0.05%
3,999
+1,031
325
$621K 0.05%
2,142
+292
11 12
13
14 15