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

Top Buys

1
+$11M
2
+$10.7M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.81M
5
BND icon
Vanguard Total Bond Market
BND
+$7.14M

Top Sells

1
+$11.1M
2
+$8.26M
3
+$7.15M
4
OKLO
Oklo
OKLO
+$5.76M
5
RBLX icon
Roblox
RBLX
+$5.59M

Sector Composition

1 Financials 12.16%
2 Technology 11.72%
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
BUD icon
326
AB InBev
BUD
$126B
$1.04M 0.04%
15,168
+384
SPHQ icon
327
Invesco S&P 500 Quality ETF
SPHQ
$15.2B
$1.04M 0.04%
14,625
-2,722
ADSK icon
328
Autodesk
ADSK
$63.3B
$1.04M 0.04%
3,366
+925
BN icon
329
Brookfield
BN
$98.2B
$1.04M 0.04%
25,161
+4,923
XLU icon
330
Utilities Select Sector SPDR Fund
XLU
$21.8B
$1.04M 0.04%
12,693
+225
ICE icon
331
Intercontinental Exchange
ICE
$87.1B
$1.04M 0.04%
5,643
+644
JMBS icon
332
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.42B
$1.03M 0.04%
22,932
+4,744
VGIT icon
333
Vanguard Intermediate-Term Treasury ETF
VGIT
$33B
$1.03M 0.04%
17,174
-1,833
USIG icon
334
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.1B
$1.02M 0.04%
19,887
+15,137
SCHX icon
335
Schwab US Large- Cap ETF
SCHX
$61.3B
$1.02M 0.04%
41,843
+7,599
DELL icon
336
Dell
DELL
$89.8B
$1.01M 0.04%
8,257
+625
PAPR icon
337
Innovator US Equity Power Buffer ETF April
PAPR
$827M
$1.01M 0.04%
27,074
-264
ARKF icon
338
ARK Fintech Innovation ETF
ARKF
$1.32B
$1.01M 0.04%
20,085
+111
PH icon
339
Parker-Hannifin
PH
$106B
$1M 0.04%
1,432
+84
SPYI icon
340
NEOS S&P 500 High Income ETF
SPYI
$5.34B
$995K 0.04%
19,780
+12,938
ING icon
341
ING
ING
$76.2B
$988K 0.04%
45,181
+7,094
WELL icon
342
Welltower
WELL
$131B
$983K 0.04%
6,395
+36
UBS icon
343
UBS Group
UBS
$122B
$983K 0.04%
29,060
-10,905
DGT icon
344
State Street SPDR Global Dow ETF
DGT
$514M
$980K 0.04%
6,507
+1,640
SCCO icon
345
Southern Copper
SCCO
$108B
$969K 0.04%
9,671
+172
VST icon
346
Vistra
VST
$58.1B
$968K 0.04%
4,996
+2,629
MDY icon
347
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
$968K 0.04%
1,708
-17
MDT icon
348
Medtronic
MDT
$123B
$963K 0.04%
11,043
-2,076
PAYX icon
349
Paychex
PAYX
$40.2B
$960K 0.04%
6,602
+1,468
OKE icon
350
Oneok
OKE
$43.7B
$956K 0.04%
11,711
-436
12 13
14
15 16