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
$3.38B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$26.4M
3
+$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Top Sells

1
+$25M
2
+$12.8M
3
+$9.99M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$9.61M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$8.91M

Sector Composition

1 Technology 15.06%
2 Financials 10.36%
3 Communication Services 6.26%
4 Consumer Discretionary 4.52%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PGR icon
351
Progressive
PGR
$123B
$1.22M 0.04%
5,368
-339
EFAV icon
352
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.52B
$1.22M 0.04%
14,141
+17
IDXX icon
353
Idexx Laboratories
IDXX
$48.4B
$1.22M 0.04%
1,802
+616
DASH icon
354
DoorDash
DASH
$77.8B
$1.22M 0.04%
5,377
-663
IWR icon
355
iShares Russell Mid-Cap ETF
IWR
$47.7B
$1.2M 0.04%
12,426
-808
DDOG icon
356
Datadog
DDOG
$44.3B
$1.19M 0.04%
8,716
+1,284
NKE icon
357
Nike
NKE
$84.4B
$1.18M 0.03%
18,507
-2,224
VYMI icon
358
Vanguard International High Dividend Yield ETF
VYMI
$16.9B
$1.18M 0.03%
13,096
+1,537
TPR icon
359
Tapestry
TPR
$29.2B
$1.18M 0.03%
9,223
+636
RDVI icon
360
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.77B
$1.18M 0.03%
44,804
+2,612
WPM icon
361
Wheaton Precious Metals
WPM
$66.7B
$1.17M 0.03%
9,954
+23
GOEX icon
362
Global X Gold Explorers ETF NEW
GOEX
$166M
$1.17M 0.03%
14,465
-2,553
JCI icon
363
Johnson Controls International
JCI
$81B
$1.16M 0.03%
9,727
+443
FAST icon
364
Fastenal
FAST
$53.3B
$1.16M 0.03%
29,016
-241
AKRE
365
Akre Focus ETF
AKRE
$7.67B
$1.16M 0.03%
+17,720
FTLS icon
366
First Trust Long/Short Equity ETF
FTLS
$2.15B
$1.16M 0.03%
16,317
-126,202
MPC icon
367
Marathon Petroleum
MPC
$65.2B
$1.15M 0.03%
7,041
-82
GLDM icon
368
SPDR Gold MiniShares Trust
GLDM
$33.4B
$1.13M 0.03%
13,266
+137
MNST icon
369
Monster Beverage
MNST
$74B
$1.13M 0.03%
14,752
+2,008
NU icon
370
Nu Holdings
NU
$70.8B
$1.13M 0.03%
67,241
+11,272
NGG icon
371
National Grid
NGG
$89.3B
$1.12M 0.03%
14,514
+1,731
TWLO icon
372
Twilio
TWLO
$19.4B
$1.12M 0.03%
7,861
+716
BSJT icon
373
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$455M
$1.11M 0.03%
51,835
+19,308
MFC icon
374
Manulife Financial
MFC
$56.5B
$1.11M 0.03%
30,675
+3,005
BMO icon
375
Bank of Montreal
BMO
$100B
$1.11M 0.03%
8,555
+535
13 14
15
16 17