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
$2.19B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.9M
3
+$13.8M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.5M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$2.96M
4
GE icon
GE Aerospace
GE
+$2.9M
5
CAT icon
Caterpillar
CAT
+$2.53M

Sector Composition

1 Technology 10.69%
2 Financials 10.41%
3 Communication Services 6.08%
4 Consumer Discretionary 3.92%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$792K 0.04%
5,134
+1,302
377
$785K 0.04%
1,166
+94
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18,856
+10,675
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34,244
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383
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384
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389
$733K 0.03%
27,249
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390
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50,315
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393
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394
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48,383
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395
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71,837
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396
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397
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31,467
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398
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399
$708K 0.03%
38,085
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400
$708K 0.03%
44,267
-576
14 15
16
17 18