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
$1.35B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.8M
3
+$10M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.67M

Top Sells

1
+$5.58M
2
+$4M
3
+$3.63M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.19M
5
LIN icon
Linde
LIN
+$2.69M

Sector Composition

1 Technology 13%
2 Financials 12.43%
3 Communication Services 6.33%
4 Healthcare 3.67%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$497K 0.04%
12,083
-1,125
402
$496K 0.04%
8,235
+1,316
403
$495K 0.04%
3,619
+1,347
404
$495K 0.04%
14,212
+2,605
405
$494K 0.04%
+7,685
406
$494K 0.04%
4,942
-4,700
407
$493K 0.04%
4,477
+395
408
$493K 0.04%
+10,835
409
$491K 0.04%
12,677
-586
410
$490K 0.04%
14,716
+1,806
411
$488K 0.04%
297
+73
412
$484K 0.04%
8,470
-53
413
$483K 0.04%
34,390
+4,682
414
$483K 0.04%
33,978
+4,302
415
$479K 0.04%
1,450
-11
416
$476K 0.04%
29,368
+6,674
417
$475K 0.04%
121,470
+14,650
418
$471K 0.03%
12,114
+3,246
419
$469K 0.03%
110,937
+27,058
420
$469K 0.03%
1,052
+250
421
$469K 0.03%
+4,776
422
$468K 0.03%
37,306
+4,190
423
$467K 0.03%
20,001
-18,963
424
$466K 0.03%
16,143
425
$465K 0.03%
11,194
-4,410
15 16
17
18 19