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
$723M
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$11.7M
3
+$11.5M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.6M

Top Sells

1
+$2.28M
2
+$1.24M
3
+$1.15M
4
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$1.1M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$940K

Sector Composition

1 Financials 17.31%
2 Technology 15.64%
3 Communication Services 5.99%
4 Healthcare 4.42%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$407K 0.06%
+2,811
327
$406K 0.06%
12,857
-307
328
$403K 0.06%
+5,140
329
$398K 0.06%
28,650
-13,227
330
$398K 0.06%
+12,142
331
$397K 0.05%
1,448
+440
332
$396K 0.05%
+3,841
333
$390K 0.05%
1,255
+151
334
$386K 0.05%
+4,631
335
$385K 0.05%
+245
336
$384K 0.05%
+2,694
337
$383K 0.05%
+1,278
338
$383K 0.05%
+9,645
339
$381K 0.05%
7,546
-3,423
340
$379K 0.05%
+4,952
341
$378K 0.05%
+20,410
342
$378K 0.05%
4,886
+32
343
$377K 0.05%
91,086
+67,347
344
$377K 0.05%
2,969
+76
345
$377K 0.05%
+3,984
346
$374K 0.05%
+2,348
347
$371K 0.05%
+19,801
348
$370K 0.05%
20,415
349
$370K 0.05%
+9,978
350
$367K 0.05%
+1,845
12 13
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