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
376
$895K 0.03%
16,457
+6,110
377
$895K 0.03%
10,036
-302
378
$893K 0.03%
3,668
+791
379
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17,069
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380
$887K 0.03%
5,516
-1,151
381
$884K 0.03%
7,108
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382
$878K 0.03%
+14,543
383
$876K 0.03%
6,619
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384
$874K 0.03%
3,482
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385
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12,415
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386
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18,998
-2,832
387
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2,780
+1,055
388
$855K 0.03%
8,094
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389
$853K 0.03%
9,287
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11,325
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391
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20,131
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392
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393
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18,396
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395
$838K 0.03%
150,692
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396
$835K 0.03%
9,298
+5,735
397
$833K 0.03%
19,041
+12,401
398
$833K 0.03%
16,456
-239
399
$830K 0.03%
12,834
+127
400
$830K 0.03%
11,312
+3,847
14 15
16
17 18