AFG

Atomi Financial Group Portfolio holdings

AUM $2.64B
1-Year Est. Return 31.3%
This Quarter Est. Return
1 Year Est. Return
+31.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$723M
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$11.7M
3
+$11.5M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.6M

Top Sells

1
+$2.28M
2
+$1.24M
3
+$1.15M
4
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$1.1M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$940K

Sector Composition

1 Financials 17.31%
2 Technology 15.64%
3 Communication Services 5.99%
4 Healthcare 4.42%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$366K 0.05%
+5,775
352
$366K 0.05%
21,689
+1,322
353
$365K 0.05%
+1,617
354
$364K 0.05%
1,561
+538
355
$363K 0.05%
+4,947
356
$362K 0.05%
5,570
-10,009
357
$361K 0.05%
+8,476
358
$360K 0.05%
4,434
+566
359
$359K 0.05%
29,422
-632
360
$356K 0.05%
7,565
-1,854
361
$351K 0.05%
+5,285
362
$351K 0.05%
16,810
363
$351K 0.05%
+2,432
364
$348K 0.05%
4,556
-883
365
$347K 0.05%
+24,019
366
$347K 0.05%
+3,434
367
$346K 0.05%
+1,417
368
$344K 0.05%
6,392
+218
369
$342K 0.05%
3,813
+994
370
$342K 0.05%
+616
371
$340K 0.05%
+35,153
372
$340K 0.05%
24,623
+105
373
$339K 0.05%
+3,710
374
$339K 0.05%
+966
375
$338K 0.05%
182,946
-4,963
13 14
15
16 17