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
$2.19B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.9M
3
+$13.8M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.5M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$2.96M
4
GE icon
GE Aerospace
GE
+$2.9M
5
CAT icon
Caterpillar
CAT
+$2.53M

Sector Composition

1 Technology 10.69%
2 Financials 10.41%
3 Communication Services 6.08%
4 Consumer Discretionary 3.92%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$934K 0.04%
9,780
+3,015
327
$929K 0.04%
3,808
+517
328
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34,090
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23,954
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330
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8,552
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331
$926K 0.04%
1,822
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332
$922K 0.04%
8,434
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$920K 0.04%
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334
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11,657
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335
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336
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337
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338
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7,010
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339
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340
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344
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345
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28,094
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346
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347
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348
$871K 0.04%
21,830
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349
$870K 0.04%
9,580
-274
350
$862K 0.04%
4,999
+680
12 13
14
15 16