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

Top Buys

1
+$18M
2
+$14M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.6M

Top Sells

1
+$66.1M
2
+$23.3M
3
+$10.6M
4
COIN icon
Coinbase
COIN
+$7.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$6.5M

Sector Composition

1 Technology 12.43%
2 Financials 11.8%
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
BAM icon
401
Brookfield Asset Management
BAM
$81.4B
$926K 0.03%
16,269
+2,368
FLCO icon
402
Franklin Investment Grade Corporate ETF
FLCO
$562M
$925K 0.03%
+42,260
SCZ icon
403
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.1B
$920K 0.03%
11,997
-424
CSGP icon
404
CoStar Group
CSGP
$27B
$918K 0.03%
10,883
+1,366
NGG icon
405
National Grid
NGG
$79.5B
$916K 0.03%
12,783
+1,471
DD icon
406
DuPont de Nemours
DD
$17.7B
$915K 0.03%
28,071
+1,243
ICE icon
407
Intercontinental Exchange
ICE
$97.5B
$915K 0.03%
5,430
-213
VPU icon
408
Vanguard Utilities ETF
VPU
$7.94B
$914K 0.03%
4,825
+29
COMT icon
409
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$665M
$912K 0.03%
33,981
-237,080
BSJS icon
410
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$604M
$910K 0.03%
41,226
-2,047
JIRE icon
411
JPMorgan International Research Enhanced Equity ETF
JIRE
$9.71B
$909K 0.03%
12,362
-3,852
LNG icon
412
Cheniere Energy
LNG
$43.7B
$908K 0.03%
3,863
+195
GWRE icon
413
Guidewire Software
GWRE
$13.2B
$904K 0.03%
3,931
+33
TRP icon
414
TC Energy
TRP
$56.5B
$904K 0.03%
16,606
+1,327
TFC icon
415
Truist Financial
TFC
$62.9B
$897K 0.03%
19,624
+4,314
NU icon
416
Nu Holdings
NU
$82.2B
$896K 0.03%
55,969
+2,381
TME icon
417
Tencent Music
TME
$25B
$895K 0.03%
38,340
+2,672
CVNA icon
418
Carvana
CVNA
$62.6B
$894K 0.03%
2,370
+60
IDEV icon
419
iShares Core MSCI International Developed Markets ETF
IDEV
$25.2B
$891K 0.03%
11,112
+405
SNEX icon
420
StoneX
SNEX
$5.55B
$889K 0.03%
8,812
-282
IYY icon
421
iShares Dow Jones US ETF
IYY
$2.72B
$884K 0.03%
+5,440
VOT icon
422
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
$883K 0.03%
3,005
+1,915
AIG icon
423
American International
AIG
$39.1B
$881K 0.03%
11,213
-1,458
VCSH icon
424
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
$873K 0.03%
10,918
+974
BNS icon
425
Scotiabank
BNS
$90.6B
$871K 0.03%
13,476
+3,008
15 16
17
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