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
$1.08B
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
772
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.3M
3
+$10.9M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.48M

Top Sells

1
+$21.5M
2
+$7.35M
3
+$4.41M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.63M
5
INTC icon
Intel
INTC
+$2.25M

Sector Composition

1 Financials 15.3%
2 Technology 11.78%
3 Communication Services 5.6%
4 Consumer Discretionary 4.03%
5 Healthcare 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$424K 0.04%
11,429
+2,164
402
$423K 0.04%
+5,694
403
$419K 0.04%
22,447
+2,037
404
$416K 0.04%
3,381
-516
405
$415K 0.04%
4,008
-3,454
406
$413K 0.04%
+3,103
407
$413K 0.04%
6,030
+1,163
408
$413K 0.04%
37,579
+1,701
409
$413K 0.04%
+12,319
410
$412K 0.04%
11,607
+1,029
411
$411K 0.04%
12,910
+53
412
$411K 0.04%
4,226
+242
413
$409K 0.04%
+39,600
414
$408K 0.04%
22,748
+443
415
$407K 0.04%
3,043
+74
416
$407K 0.04%
4,515
+1,162
417
$406K 0.04%
10,268
-3,179
418
$406K 0.04%
+3,684
419
$403K 0.04%
5,809
+865
420
$402K 0.04%
+14,388
421
$400K 0.04%
24,273
+6,086
422
$400K 0.04%
+4,184
423
$399K 0.04%
+7,424
424
$397K 0.04%
29,708
+286
425
$396K 0.04%
7,224
+2,176
15 16
17
18 19