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
$3.09B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$13.4M
3
+$13.4M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.2M

Top Sells

1
+$46.4M
2
+$22.3M
3
+$10.4M
4
COIN icon
Coinbase
COIN
+$7.3M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$6.27M

Sector Composition

1 Technology 12.31%
2 Financials 11.92%
3 Communication Services 6.25%
4 Consumer Discretionary 3.99%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XME icon
351
State Street SPDR S&P Metals & Mining ETF
XME
$5.01B
$1.08M 0.04%
+11,635
ARKQ icon
352
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.1B
$1.08M 0.04%
9,692
-344
VGIT icon
353
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.3B
$1.08M 0.03%
17,969
+795
SPMO icon
354
Invesco S&P 500 Momentum ETF
SPMO
$15.2B
$1.07M 0.03%
8,875
-5,991
NOC icon
355
Northrop Grumman
NOC
$83.5B
$1.07M 0.03%
1,759
+453
ADSK icon
356
Autodesk
ADSK
$48.9B
$1.07M 0.03%
3,365
-1
DDOG icon
357
Datadog
DDOG
$45.2B
$1.06M 0.03%
7,432
-590
SPHQ icon
358
Invesco S&P 500 Quality ETF
SPHQ
$17B
$1.06M 0.03%
14,418
-207
JAVA icon
359
JPMorgan Active Value ETF
JAVA
$6.32B
$1.05M 0.03%
15,294
-8,688
SPYI icon
360
NEOS S&P 500 High Income ETF
SPYI
$8.87B
$1.05M 0.03%
20,111
+331
BMO icon
361
Bank of Montreal
BMO
$107B
$1.04M 0.03%
8,020
+1,585
AON icon
362
Aon
AON
$69.3B
$1.04M 0.03%
2,922
+718
TMFC icon
363
Motley Fool 100 Index ETF
TMFC
$1.96B
$1.04M 0.03%
14,764
+303
SCHX icon
364
Schwab US Large- Cap ETF
SCHX
$67.2B
$1.04M 0.03%
39,521
-2,322
MCK icon
365
McKesson
MCK
$102B
$1.04M 0.03%
1,347
+126
SPYG icon
366
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$48B
$1.03M 0.03%
9,854
-145
GDX icon
367
VanEck Gold Miners ETF
GDX
$28.7B
$1.03M 0.03%
13,469
-717
TXN icon
368
Texas Instruments
TXN
$257B
$1.03M 0.03%
5,596
+167
TTE icon
369
TotalEnergies
TTE
$193B
$1.03M 0.03%
17,204
+2,177
MDY icon
370
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.9B
$1.03M 0.03%
1,721
+13
NET icon
371
Cloudflare
NET
$72.2B
$1.03M 0.03%
4,781
+596
QUS icon
372
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.47B
$1.02M 0.03%
5,969
-1,318
JCI icon
373
Johnson Controls International
JCI
$86.7B
$1.02M 0.03%
9,284
+1,190
DBP icon
374
Invesco DB Precious Metals Fund
DBP
$282M
$1.01M 0.03%
11,407
+82
GLDM icon
375
SPDR Gold MiniShares Trust
GLDM
$31.1B
$1M 0.03%
13,129
-3,411
13 14
15
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