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
401
$315K 0.04%
25,859
+15,724
402
$313K 0.04%
+36,995
403
$312K 0.04%
29,248
+11,096
404
$312K 0.04%
36,425
-296
405
$312K 0.04%
4,496
+281
406
$307K 0.04%
16,673
407
$307K 0.04%
+5,404
408
$306K 0.04%
+3,764
409
$306K 0.04%
+2,588
410
$305K 0.04%
+12,062
411
$305K 0.04%
18,414
-1,680
412
$301K 0.04%
+1,580
413
$301K 0.04%
+2,526
414
$301K 0.04%
9,744
-695
415
$300K 0.04%
+4,646
416
$300K 0.04%
+1,582
417
$300K 0.04%
5,388
+402
418
$299K 0.04%
11,897
-4,811
419
$298K 0.04%
+1,167
420
$298K 0.04%
+5,430
421
$297K 0.04%
+2,265
422
$297K 0.04%
6,435
+802
423
$295K 0.04%
+726
424
$294K 0.04%
+3,019
425
$291K 0.04%
+3,620
15 16
17
18 19