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
$299M
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$3.1M
3
+$3.03M
4
NVDA icon
NVIDIA
NVDA
+$2.55M
5
GE icon
GE Aerospace
GE
+$2.44M

Top Sells

1
+$1.26M
2
+$1.23M
3
+$832K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$804K
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$797K

Sector Composition

1 Technology 18.4%
2 Financials 6.12%
3 Healthcare 5.1%
4 Industrials 4.43%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-9,038
352
– –
-10,175
353
– –
-11,236
354
– –
-27,733
355
– –
-12,461
356
– –
-854
357
– –
-7,596
358
– –
-10,394
359
– –
-7,000
360
– –
-7,950
361
– –
-6,051
362
– –
-9,586
363
– –
-12,234
364
– –
-5,200
365
– –
-800
366
– –
-9,884
367
– –
-46,700
368
– –
-5,433
369
– –
-1,281
370
– –
-4,449
371
– –
-9,598
372
– –
-7,958
373
– –
-11,005
374
– –
-5,407
375
– –
-2,282
12 13 14
15
16