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
$1.98B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.5M
3
+$12.7M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$2.86M
2
+$2.27M
3
+$2.12M
4
NEE icon
NextEra Energy
NEE
+$2.05M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.84M

Sector Composition

1 Technology 12.68%
2 Financials 11.38%
3 Communication Services 6.72%
4 Consumer Discretionary 4.45%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$722K 0.04%
12,768
+5,593
352
$721K 0.04%
6,597
+1,061
353
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9,362
+873
354
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+391
355
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6,053
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356
$710K 0.04%
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357
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358
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17,445
-23,725
359
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6,681
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360
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3,291
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361
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1,336
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13,167
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363
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31,557
+1,639
364
$691K 0.03%
2,381
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365
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2,785
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370
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6,392
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371
$658K 0.03%
1,781
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372
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373
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1,094
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374
$654K 0.03%
9,049
+2,399
375
$653K 0.03%
13,564
+6,247
13 14
15
16 17