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
376
$338K 0.05%
+35,878
377
$336K 0.05%
9,829
-1,149
378
$335K 0.05%
4,944
-305
379
$335K 0.05%
3,521
-4
380
$335K 0.05%
+8,094
381
$334K 0.05%
43,003
-1,302
382
$334K 0.05%
5,431
-765
383
$333K 0.05%
+23,137
384
$333K 0.05%
+12,042
385
$328K 0.05%
+2,119
386
$328K 0.05%
+17,253
387
$327K 0.05%
+6,378
388
$326K 0.05%
47,386
-419
389
$326K 0.05%
+1,449
390
$326K 0.05%
+10,578
391
$325K 0.05%
+1,544
392
$324K 0.04%
5,733
-65
393
$322K 0.04%
+8,719
394
$322K 0.04%
19,534
-192
395
$321K 0.04%
+9,265
396
$320K 0.04%
+7,825
397
$320K 0.04%
21,499
+2,714
398
$318K 0.04%
+6,826
399
$317K 0.04%
+4,309
400
$315K 0.04%
+1,417
14 15
16
17 18