AFG
Atomi Financial Group Portfolio holdings
AUM $2.19B
AUM
$2.19B
AUM Growth
+$213M (+11%)
Cap. Flow
+$313M
Cap. Flow % of AUM
14.29%
Top 10 Holdings %Top 10 Hldgs %
22.4%
Holding
1,116
New
152
Increased
629
Reduced
230
Closed
93
Top Buys
| 1 | $16.8M | |
| 2 | $15.9M | |
| 3 | $13.8M | |
| 4 | $12M | |
| 5 | $11.5M |
Top Sells
| 1 | $3.18M | |
| 2 | $3.14M | |
| 3 | $2.96M | |
| 4 | $2.9M | |
| 5 | $2.53M |
Sector Composition
| 1 | Technology | 10.73% |
| 2 | Financials | 10.41% |
| 3 | Communication Services | 6.08% |
| 4 | Consumer Discretionary | 3.88% |
| 5 | Healthcare | 3.28% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $859K | 0.04% | 5,895 -150 | -2% | -$21.9K | |||
| $858K | 0.04% | 30,017 | New | +$858K | |||
| $855K | 0.04% | 14,023 +1,255 | +10% | +$76.5K | |||
| $850K | 0.04% | 2,725 -116 | -4% | -$36.2K | |||
| $849K | 0.04% | 2,407 +76 | +3% | +$26.8K | |||
| $849K | 0.04% | 18,593 | New | +$849K | |||
| $845K | 0.04% | 3,196 +411 | +15% | +$109K | |||
| $839K | 0.04% | 16,695 +4,065 | +32% | +$204K | |||
| $838K | 0.04% | 11,900 +2,986 | +34% | +$210K | |||
| $831K | 0.04% | 4,726 -626 | -12% | -$110K | |||
| $829K | 0.04% | 5,804 -357 | -6% | -$51K | |||
| $825K | 0.04% | 38,123 +520 | +1% | +$11.3K | |||
| $822K | 0.04% | 18,188 | New | +$822K | |||
| $822K | 0.04% | 149,180 +18,454 | +14% | +$102K | |||
| $822K | 0.04% | 8,165 +1,738 | +27% | +$175K | |||
| $821K | 0.04% | 12,923 -4,618 | -26% | -$293K | |||
| $819K | 0.04% | 1,348 +223 | +20% | +$136K | |||
| $817K | 0.04% | 25,262 +6,258 | +33% | +$203K | |||
| $816K | 0.04% | 5,626 +174 | +3% | +$25.3K | |||
| $814K | 0.04% | 7,426 +119 | +2% | +$13K | |||
| $804K | 0.04% | 430 +65 | +18% | +$122K | |||
| $801K | 0.04% | 13,371 +9,201 | +221% | +$552K | |||
| $801K | 0.04% | 27,370 | New | +$801K | |||
| $801K | 0.04% | 23,704 +7,607 | +47% | +$257K | |||
| $801K | 0.04% | 210 +29 | +16% | +$111K |
