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
$3.38B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$26.4M
3
+$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Top Sells

1
+$25M
2
+$12.8M
3
+$9.99M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$9.61M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$8.91M

Sector Composition

1 Technology 15.06%
2 Financials 10.36%
3 Communication Services 6.26%
4 Consumer Discretionary 4.52%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJS icon
326
iShares S&P Small-Cap 600 Value ETF
IJS
$7.32B
$1.31M 0.04%
11,524
-732
BNS icon
327
Scotiabank
BNS
$88.8B
$1.31M 0.04%
17,740
+4,264
REGN icon
328
Regeneron Pharmaceuticals
REGN
$80.3B
$1.29M 0.04%
1,676
+686
VOOG icon
329
Vanguard S&P 500 Growth ETF
VOOG
$21.4B
$1.29M 0.04%
2,902
+167
FTNT icon
330
Fortinet
FTNT
$61.9B
$1.28M 0.04%
16,128
+4,993
SLVP icon
331
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$1.17B
$1.28M 0.04%
37,251
-7,412
AEP icon
332
American Electric Power
AEP
$71.3B
$1.28M 0.04%
11,068
+529
BMY icon
333
Bristol-Myers Squibb
BMY
$123B
$1.27M 0.04%
23,633
+12,072
ETY icon
334
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.32B
$1.27M 0.04%
82,853
+2,337
CRH icon
335
CRH
CRH
$71.3B
$1.27M 0.04%
10,182
+994
EQIX icon
336
Equinix
EQIX
$92.1B
$1.27M 0.04%
1,657
-123
TXN icon
337
Texas Instruments
TXN
$175B
$1.27M 0.04%
7,303
+1,707
VALE icon
338
Vale
VALE
$63.9B
$1.26M 0.04%
96,652
+20,319
TFC icon
339
Truist Financial
TFC
$58.1B
$1.25M 0.04%
25,463
+5,839
CM icon
340
Canadian Imperial Bank of Commerce
CM
$92.2B
$1.25M 0.04%
13,814
+1,465
USMV icon
341
iShares MSCI USA Min Vol Factor ETF
USMV
$23.3B
$1.25M 0.04%
13,289
-1,162
VGIT icon
342
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.1B
$1.25M 0.04%
20,840
+2,871
AMT icon
343
American Tower
AMT
$87.9B
$1.25M 0.04%
7,099
+243
TRV icon
344
Travelers Companies
TRV
$66.2B
$1.25M 0.04%
4,297
+273
VT icon
345
Vanguard Total World Stock ETF
VT
$61.7B
$1.25M 0.04%
8,827
+521
NWG icon
346
NatWest
NWG
$61.8B
$1.24M 0.04%
71,110
-25,563
BR icon
347
Broadridge
BR
$23B
$1.24M 0.04%
5,569
-428
ADP icon
348
Automatic Data Processing
ADP
$91.1B
$1.24M 0.04%
4,802
-413
SPOT icon
349
Spotify
SPOT
$116B
$1.23M 0.04%
2,120
-110
BNDI icon
350
NEOS Enhanced Income Aggregate Bond ETF
BNDI
$156M
$1.22M 0.04%
25,700
+13,801
12 13
14
15 16