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
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.7M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.81M
5
BND icon
Vanguard Total Bond Market
BND
+$7.14M

Top Sells

1
+$11.1M
2
+$8.26M
3
+$7.15M
4
OKLO
Oklo
OKLO
+$5.76M
5
RBLX icon
Roblox
RBLX
+$5.59M

Sector Composition

1 Financials 12.16%
2 Technology 11.72%
3 Communication Services 5.98%
4 Consumer Discretionary 3.96%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYK icon
301
Stryker
SYK
$143B
$1.15M 0.04%
2,912
+34
JIRE icon
302
JPMorgan International Research Enhanced Equity ETF
JIRE
$8.72B
$1.15M 0.04%
+16,214
TMUS icon
303
T-Mobile US
TMUS
$240B
$1.14M 0.04%
4,793
-10,716
HEFA icon
304
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.77B
$1.14M 0.04%
29,926
+23,893
MKL icon
305
Markel Group
MKL
$26.3B
$1.13M 0.04%
565
+135
TXN icon
306
Texas Instruments
TXN
$147B
$1.13M 0.04%
5,429
-771
MTUM icon
307
iShares MSCI USA Momentum Factor ETF
MTUM
$18.6B
$1.13M 0.04%
+4,683
VRTX icon
308
Vertex Pharmaceuticals
VRTX
$110B
$1.12M 0.04%
2,525
-318
TT icon
309
Trane Technologies
TT
$92B
$1.12M 0.04%
2,559
+326
PPLT icon
310
abrdn Physical Platinum Shares ETF
PPLT
$1.87B
$1.11M 0.04%
9,053
+4,743
IMCG icon
311
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.09B
$1.11M 0.04%
13,849
-1,070
MPC icon
312
Marathon Petroleum
MPC
$58.5B
$1.1M 0.04%
6,617
+722
CMCSA icon
313
Comcast
CMCSA
$102B
$1.1M 0.04%
30,757
-7,269
AEM icon
314
Agnico Eagle Mines
AEM
$84.8B
$1.09M 0.04%
9,142
+590
AIG icon
315
American International
AIG
$42.3B
$1.08M 0.04%
12,671
+1,274
GLDM icon
316
SPDR Gold MiniShares Trust
GLDM
$22.6B
$1.08M 0.04%
16,540
-2,535
DDOG icon
317
Datadog
DDOG
$65.2B
$1.08M 0.04%
8,022
+1,144
DHI icon
318
D.R. Horton
DHI
$42.2B
$1.08M 0.04%
8,353
-294
BXMX icon
319
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.49B
$1.07M 0.04%
77,062
-4,820
RDVI icon
320
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.33B
$1.07M 0.04%
43,266
-1,703
FFC
321
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$802M
$1.07M 0.04%
65,525
-500
APP icon
322
Applovin
APP
$188B
$1.06M 0.04%
3,031
+700
RCL icon
323
Royal Caribbean
RCL
$69.7B
$1.06M 0.04%
3,370
+197
TIP icon
324
iShares TIPS Bond ETF
TIP
$13.8B
$1.05M 0.04%
9,535
-242
LRCX icon
325
Lam Research
LRCX
$193B
$1.04M 0.04%
10,726
-2,770
11 12
13
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