AFG

Atomi Financial Group Portfolio holdings

AUM $2.64B
1-Year Est. Return 31.3%
This Quarter Est. Return
1 Year Est. Return
+31.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.99M
3
+$2.9M
4
NVDA icon
NVIDIA
NVDA
+$2.48M
5
GE icon
GE Aerospace
GE
+$2.4M

Top Sells

1
+$1.26M
2
+$1.23M
3
+$832K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$804K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$797K

Sector Composition

1 Technology 18.4%
2 Financials 6.12%
3 Healthcare 5.1%
4 Industrials 4.43%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$157K 0.05%
+18,721
327
$157K 0.05%
15,456
+4,947
328
$136K 0.05%
15,480
+2,978
329
$128K 0.04%
13,585
-8,968
330
$128K 0.04%
13,277
331
$126K 0.04%
+10,135
332
$125K 0.04%
33,762
+1,137
333
$116K 0.04%
12,272
334
$113K 0.04%
+13,150
335
$111K 0.04%
+11,530
336
$106K 0.04%
+13,141
337
$105K 0.03%
13,743
+511
338
$99.2K 0.03%
+25,300
339
$95.4K 0.03%
+13,726
340
$90.8K 0.03%
+7,303
341
$89.3K 0.03%
23,739
+612
342
$86.8K 0.03%
11,482
-1,242
343
$81.3K 0.03%
18,474
344
$76.2K 0.03%
+21,002
345
$66.8K 0.02%
4,079
346
$36.9K 0.01%
25,985
-4,775
347
$14.3K ﹤0.01%
33,000
+12,000
348
$4.11K ﹤0.01%
+354
349
– –
-7,000
350
– –
-11,236
12 13
14
15 16