AFG

Atomi Financial Group Portfolio holdings

AUM $3.38B
1-Year Est. Return 32.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.12%
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
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
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
301
$1.15M 0.04%
2,912
+34
302
$1.15M 0.04%
+16,214
303
$1.14M 0.04%
4,793
-10,716
304
$1.14M 0.04%
29,926
+23,893
305
$1.13M 0.04%
565
+135
306
$1.13M 0.04%
5,429
-771
307
$1.13M 0.04%
+4,683
308
$1.12M 0.04%
2,525
-318
309
$1.12M 0.04%
2,559
+326
310
$1.11M 0.04%
9,053
+4,743
311
$1.11M 0.04%
13,849
-1,070
312
$1.1M 0.04%
6,617
+722
313
$1.1M 0.04%
30,757
-7,269
314
$1.09M 0.04%
9,142
+590
315
$1.08M 0.04%
12,671
+1,274
316
$1.08M 0.04%
16,540
-2,535
317
$1.08M 0.04%
8,022
+1,144
318
$1.08M 0.04%
8,353
-294
319
$1.07M 0.04%
77,062
-4,820
320
$1.07M 0.04%
43,266
-1,703
321
$1.07M 0.04%
65,525
-500
322
$1.06M 0.04%
3,031
+700
323
$1.06M 0.04%
3,370
+197
324
$1.05M 0.04%
9,535
-242
325
$1.04M 0.04%
10,726
-2,770
11 12
13
14 15