AFG

Atomi Financial Group Portfolio holdings

AUM $3.09B
1-Year Est. Return 36.43%
This Quarter Est. Return
1 Year Est. Return
+36.43%
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
+$11M
2
+$10.7M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.81M
5
BND icon
Vanguard Total Bond Market
BND
+$7.14M

Top Sells

1
+$11.1M
2
+$8.26M
3
+$7.15M
4
OKLO
Oklo
OKLO
+$5.76M
5
RBLX icon
Roblox
RBLX
+$5.59M

Sector Composition

1 Financials 12.16%
2 Technology 11.72%
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
QLTA icon
351
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.74B
$955K 0.04%
19,954
-3,326
BSJS icon
352
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$471M
$954K 0.04%
43,273
+5,150
SPYG icon
353
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.5B
$953K 0.04%
9,999
+3,320
USB icon
354
US Bancorp
USB
$73.5B
$942K 0.04%
20,817
-2,747
NEM icon
355
Newmont
NEM
$97.9B
$938K 0.04%
16,103
+3,180
KB icon
356
KB Financial Group
KB
$32.3B
$934K 0.04%
11,310
+2,448
TMFC icon
357
Motley Fool 100 Index ETF
TMFC
$1.75B
$933K 0.04%
14,461
+1,573
XYZ
358
Block Inc
XYZ
$37.9B
$928K 0.04%
13,659
+3,313
DCRE icon
359
DoubleLine Commercial Real Estate ETF
DCRE
$320M
$925K 0.04%
17,783
+5,049
AEP icon
360
American Electric Power
AEP
$65B
$923K 0.03%
8,895
+461
TTE icon
361
TotalEnergies
TTE
$140B
$923K 0.03%
15,027
+1,012
SLVP icon
362
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$566M
$922K 0.03%
51,790
+6,165
PNC icon
363
PNC Financial Services
PNC
$72.2B
$922K 0.03%
4,947
+221
GSK icon
364
GSK
GSK
$96.7B
$921K 0.03%
23,978
-1,176
PFE icon
365
Pfizer
PFE
$147B
$920K 0.03%
37,940
-6,288
GWRE icon
366
Guidewire Software
GWRE
$18.6B
$918K 0.03%
3,898
+624
IJJ icon
367
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.87B
$915K 0.03%
7,408
-23
CLS icon
368
Celestica
CLS
$33.7B
$912K 0.03%
5,844
-47
MSTR icon
369
Strategy Inc
MSTR
$59.9B
$910K 0.03%
2,250
+859
TRV icon
370
Travelers Companies
TRV
$64.1B
$908K 0.03%
3,396
+200
IBIT icon
371
iShares Bitcoin Trust
IBIT
$74.9B
$907K 0.03%
14,824
-6,194
SCZ icon
372
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.8B
$903K 0.03%
12,421
-502
WCN icon
373
Waste Connections
WCN
$42.9B
$899K 0.03%
4,812
+155
ROE icon
374
Astoria US Quality Kings ETF
ROE
$164M
$898K 0.03%
27,871
+501
MCK icon
375
McKesson
MCK
$104B
$895K 0.03%
1,221
+55
13 14
15
16 17