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
$1.35B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.8M
3
+$10M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.67M

Top Sells

1
+$5.58M
2
+$4M
3
+$3.63M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.19M
5
LIN icon
Linde
LIN
+$2.69M

Sector Composition

1 Technology 13%
2 Financials 12.43%
3 Communication Services 6.33%
4 Healthcare 3.67%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$619K 0.05%
24,433
-372
327
$619K 0.05%
+2,695
328
$618K 0.05%
3,178
+1,943
329
$617K 0.05%
4,141
-236
330
$617K 0.05%
6,579
+373
331
$615K 0.05%
99,011
+14,475
332
$613K 0.05%
17,232
+2,250
333
$613K 0.05%
61,079
+7,641
334
$611K 0.05%
25,294
-1,578
335
$610K 0.05%
21,898
-7,407
336
$609K 0.05%
13,705
+2,404
337
$607K 0.04%
16,819
-291
338
$606K 0.04%
5,796
+3,486
339
$604K 0.04%
30,370
-66,780
340
$603K 0.04%
12,405
+2,856
341
$601K 0.04%
42,764
-138,981
342
$600K 0.04%
2,847
+1,003
343
$599K 0.04%
6,828
+1,826
344
$597K 0.04%
3,478
+1,012
345
$596K 0.04%
+3,018
346
$595K 0.04%
5,961
-323
347
$590K 0.04%
+29,040
348
$585K 0.04%
3,344
+252
349
$580K 0.04%
2,247
-245
350
$578K 0.04%
11,273
-3,621
12 13
14
15 16