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
$3.09B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.6M

Top Sells

1
+$66.1M
2
+$23.3M
3
+$10.6M
4
COIN icon
Coinbase
COIN
+$7.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$6.5M

Sector Composition

1 Technology 12.43%
2 Financials 11.8%
3 Communication Services 6.25%
4 Consumer Discretionary 3.99%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XME icon
351
State Street SPDR S&P Metals & Mining ETF
XME
$4.33B
$1.08M 0.04%
+11,635
ARKQ icon
352
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.07B
$1.08M 0.04%
9,692
-344
VGIT icon
353
Vanguard Intermediate-Term Treasury ETF
VGIT
$36.3B
$1.08M 0.03%
17,969
+795
SPMO icon
354
Invesco S&P 500 Momentum ETF
SPMO
$13.4B
$1.07M 0.03%
8,875
-5,991
NOC icon
355
Northrop Grumman
NOC
$93.8B
$1.07M 0.03%
1,759
+453
ADSK icon
356
Autodesk
ADSK
$53.8B
$1.07M 0.03%
3,365
-1
DDOG icon
357
Datadog
DDOG
$41B
$1.06M 0.03%
7,432
-590
SPHQ icon
358
Invesco S&P 500 Quality ETF
SPHQ
$15.5B
$1.06M 0.03%
14,418
-207
JAVA icon
359
JPMorgan Active Value ETF
JAVA
$5.41B
$1.05M 0.03%
15,294
-8,688
SPYI icon
360
NEOS S&P 500 High Income ETF
SPYI
$7.15B
$1.05M 0.03%
20,111
+331
BMO icon
361
Bank of Montreal
BMO
$95.2B
$1.04M 0.03%
8,020
+1,585
AON icon
362
Aon
AON
$73B
$1.04M 0.03%
2,922
+718
TMFC icon
363
Motley Fool 100 Index ETF
TMFC
$1.91B
$1.04M 0.03%
14,764
+303
SCHX icon
364
Schwab US Large- Cap ETF
SCHX
$63.2B
$1.04M 0.03%
39,521
-2,322
MCK icon
365
McKesson
MCK
$101B
$1.04M 0.03%
1,347
+126
SPYG icon
366
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$44.5B
$1.03M 0.03%
9,854
-145
GDX icon
367
VanEck Gold Miners ETF
GDX
$30.8B
$1.03M 0.03%
13,469
-717
TXN icon
368
Texas Instruments
TXN
$172B
$1.03M 0.03%
5,596
+167
TTE icon
369
TotalEnergies
TTE
$144B
$1.03M 0.03%
17,204
+2,177
MDY icon
370
SPDR S&P MidCap 400 ETF Trust
MDY
$24.9B
$1.03M 0.03%
1,721
+13
NET icon
371
Cloudflare
NET
$62.1B
$1.03M 0.03%
4,781
+596
QUS icon
372
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.55B
$1.02M 0.03%
5,969
-1,318
JCI icon
373
Johnson Controls International
JCI
$70B
$1.02M 0.03%
9,284
+1,190
DBP icon
374
Invesco DB Precious Metals Fund
DBP
$296M
$1.01M 0.03%
11,407
+82
GLDM icon
375
SPDR Gold MiniShares Trust
GLDM
$28.8B
$1M 0.03%
13,129
-3,411
13 14
15
16 17