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
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
3 Communication Services 5.98%
4 Consumer Discretionary 3.96%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.04M 0.04%
15,168
+384
327
$1.04M 0.04%
14,625
-2,722
328
$1.04M 0.04%
3,366
+925
329
$1.04M 0.04%
25,161
+4,923
330
$1.04M 0.04%
25,386
+450
331
$1.04M 0.04%
5,643
+644
332
$1.03M 0.04%
22,932
+4,744
333
$1.03M 0.04%
17,174
-1,833
334
$1.02M 0.04%
19,887
+15,137
335
$1.02M 0.04%
41,843
+7,599
336
$1.01M 0.04%
8,257
+625
337
$1.01M 0.04%
27,074
-264
338
$1.01M 0.04%
20,085
+111
339
$1M 0.04%
1,432
+84
340
$995K 0.04%
19,780
+12,938
341
$988K 0.04%
45,181
+7,094
342
$983K 0.04%
6,395
+36
343
$983K 0.04%
29,060
-10,905
344
$980K 0.04%
6,507
+1,640
345
$969K 0.04%
9,836
+175
346
$968K 0.04%
4,996
+2,629
347
$968K 0.04%
1,708
-17
348
$963K 0.04%
11,043
-2,076
349
$960K 0.04%
6,602
+1,468
350
$956K 0.04%
11,711
-436
12 13
14
15 16