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
SPMD icon
376
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.3B
$895K 0.03%
16,457
+6,110
ARKQ icon
377
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.45B
$895K 0.03%
10,036
-302
LNG icon
378
Cheniere Energy
LNG
$45.9B
$893K 0.03%
3,668
+791
NYF icon
379
iShares New York Muni Bond ETF
NYF
$941M
$890K 0.03%
17,069
+3,635
SPG icon
380
Simon Property Group
SPG
$59.9B
$887K 0.03%
5,516
-1,151
TWLO icon
381
Twilio
TWLO
$18.8B
$884K 0.03%
7,108
+754
GARP
382
iShares MSCI USA Quality GARP ETF
GARP
$715M
$878K 0.03%
+14,543
ABNB icon
383
Airbnb
ABNB
$73.5B
$876K 0.03%
6,619
+780
LHX icon
384
L3Harris
LHX
$53.9B
$874K 0.03%
3,482
+509
BLV icon
385
Vanguard Long-Term Bond ETF
BLV
$5.71B
$863K 0.03%
12,415
+515
CART icon
386
Maplebear
CART
$10.6B
$859K 0.03%
18,998
-2,832
CDNS icon
387
Cadence Design Systems
CDNS
$86B
$857K 0.03%
2,780
+1,055
JCI icon
388
Johnson Controls International
JCI
$78.7B
$855K 0.03%
8,094
+362
QTUM icon
389
Defiance Quantum ETF
QTUM
$2.43B
$853K 0.03%
9,287
-380
DBP icon
390
Invesco DB Precious Metals Fund
DBP
$240M
$851K 0.03%
11,325
+1,371
INFL icon
391
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.32B
$849K 0.03%
20,131
+6,813
VPU icon
392
Vanguard Utilities ETF
VPU
$7.78B
$847K 0.03%
4,796
+2,510
ORLY icon
393
O'Reilly Automotive
ORLY
$83B
$839K 0.03%
9,305
-475
GOEX icon
394
Global X Gold Explorers ETF NEW
GOEX
$111M
$838K 0.03%
18,396
+125
MFG icon
395
Mizuho Financial
MFG
$84.4B
$838K 0.03%
150,692
+1,512
WPM icon
396
Wheaton Precious Metals
WPM
$48B
$835K 0.03%
9,298
+5,735
DBEF icon
397
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.42B
$833K 0.03%
19,041
+12,401
SLQD icon
398
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.36B
$833K 0.03%
16,456
-239
UPST icon
399
Upstart Holdings
UPST
$3.63B
$830K 0.03%
12,834
+127
NGG icon
400
National Grid
NGG
$77.5B
$830K 0.03%
11,152
+3,793
14 15
16
17 18