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
$2.19B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.9M
3
+$13.8M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.5M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$2.96M
4
GE icon
GE Aerospace
GE
+$2.9M
5
CAT icon
Caterpillar
CAT
+$2.53M

Sector Composition

1 Technology 10.69%
2 Financials 10.41%
3 Communication Services 6.08%
4 Consumer Discretionary 3.92%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.05M 0.05%
66,025
302
$1.04M 0.05%
43,751
+18,311
303
$1.03M 0.05%
5,006
+564
304
$1.03M 0.05%
9,783
-538
305
$1.02M 0.05%
10,366
+3,685
306
$1.01M 0.05%
42,368
+22,558
307
$998K 0.05%
6,518
+750
308
$995K 0.05%
23,564
-4,455
309
$991K 0.05%
11,397
+1,104
310
$985K 0.04%
2,468
+652
311
$984K 0.04%
21,018
+2,362
312
$983K 0.04%
12,468
+374
313
$981K 0.04%
13,496
+4,447
314
$975K 0.04%
27,338
-33
315
$974K 0.04%
25,154
+11,664
316
$974K 0.04%
6,359
+725
317
$970K 0.04%
8,393
+3,362
318
$970K 0.04%
71,211
+10,050
319
$960K 0.04%
19,229
-5,288
320
$958K 0.04%
23,136
+248
321
$953K 0.04%
8,051
+1,273
322
$947K 0.04%
1,607
+271
323
$947K 0.04%
5,181
+1,403
324
$946K 0.04%
4,085
+462
325
$940K 0.04%
18,575
+11,310
11 12
13
14 15