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
$3.09B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.6M

Top Sells

1
+$66.1M
2
+$23.3M
3
+$10.6M
4
COIN icon
Coinbase
COIN
+$7.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$6.5M

Sector Composition

1 Technology 12.43%
2 Financials 11.8%
3 Communication Services 6.25%
4 Consumer Discretionary 3.99%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BXMX icon
326
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.51B
$1.17M 0.04%
80,979
+3,917
INTC icon
327
Intel
INTC
$231B
$1.16M 0.04%
34,700
+11,760
PNC icon
328
PNC Financial Services
PNC
$89.1B
$1.16M 0.04%
5,786
+839
GOEX icon
329
Global X Gold Explorers ETF NEW
GOEX
$159M
$1.16M 0.04%
17,018
-1,378
MKL icon
330
Markel Group
MKL
$26.1B
$1.15M 0.04%
604
+39
CMG icon
331
Chipotle Mexican Grill
CMG
$52.3B
$1.15M 0.04%
29,380
-1,743
CTAS icon
332
Cintas
CTAS
$78B
$1.15M 0.04%
5,603
+134
MFG icon
333
Mizuho Financial
MFG
$105B
$1.15M 0.04%
171,298
+20,606
ZTS icon
334
Zoetis
ZTS
$54.6B
$1.14M 0.04%
7,823
+61
VT icon
335
Vanguard Total World Stock ETF
VT
$60.6B
$1.14M 0.04%
8,306
+5,008
GSK icon
336
GSK
GSK
$96.4B
$1.14M 0.04%
26,484
+2,506
ESGD icon
337
iShares ESG Aware MSCI EAFE ETF
ESGD
$11B
$1.13M 0.04%
12,108
+3,202
TRV icon
338
Travelers Companies
TRV
$60.2B
$1.12M 0.04%
4,024
+628
XYZ
339
Block Inc
XYZ
$38.1B
$1.12M 0.04%
15,531
+1,872
CMI icon
340
Cummins
CMI
$77.9B
$1.12M 0.04%
2,657
+423
CEG icon
341
Constellation Energy
CEG
$107B
$1.12M 0.04%
3,401
-1,062
TT icon
342
Trane Technologies
TT
$85.3B
$1.11M 0.04%
2,637
+78
WPM icon
343
Wheaton Precious Metals
WPM
$63.9B
$1.11M 0.04%
9,931
+633
CDNS icon
344
Cadence Design Systems
CDNS
$83.5B
$1.11M 0.04%
3,146
+366
PDD icon
345
Pinduoduo
PDD
$149B
$1.1M 0.04%
8,336
+2,949
CRH icon
346
CRH
CRH
$80.6B
$1.1M 0.04%
9,188
+997
ARKF icon
347
ARK Blockchain & Fintech Innovation ETF
ARKF
$1.05B
$1.1M 0.04%
19,304
-781
RDVI icon
348
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.7B
$1.09M 0.04%
42,192
-1,074
BKR icon
349
Baker Hughes
BKR
$50.1B
$1.09M 0.04%
22,382
+1,825
FFC
350
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$793M
$1.09M 0.04%
64,275
-1,250
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14
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