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
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
3 Communication Services 5.98%
4 Consumer Discretionary 3.96%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$955K 0.04%
19,954
-3,326
352
$954K 0.04%
43,273
+5,150
353
$953K 0.04%
9,999
+3,320
354
$942K 0.04%
20,817
-2,747
355
$938K 0.04%
16,103
+3,180
356
$934K 0.04%
11,310
+2,448
357
$933K 0.04%
14,461
+1,573
358
$928K 0.04%
13,659
+3,313
359
$925K 0.04%
17,783
+5,049
360
$923K 0.03%
8,895
+461
361
$923K 0.03%
15,027
+1,012
362
$922K 0.03%
51,790
+6,165
363
$922K 0.03%
4,947
+221
364
$921K 0.03%
23,978
-1,176
365
$920K 0.03%
37,940
-6,288
366
$918K 0.03%
3,898
+624
367
$915K 0.03%
7,408
-23
368
$912K 0.03%
5,844
-47
369
$910K 0.03%
2,250
+859
370
$908K 0.03%
3,396
+200
371
$907K 0.03%
14,824
-6,194
372
$903K 0.03%
12,421
-502
373
$899K 0.03%
4,812
+155
374
$898K 0.03%
27,871
+501
375
$895K 0.03%
1,221
+55
13 14
15
16 17