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
$1.6B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.7M
3
+$13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.83M

Top Sells

1
+$10.6M
2
+$4.67M
3
+$3.12M
4
QCOM icon
Qualcomm
QCOM
+$3.12M
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$3.03M

Sector Composition

1 Technology 11.83%
2 Financials 11.12%
3 Communication Services 6.02%
4 Consumer Discretionary 3.97%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$575K 0.04%
4,050
-88
402
$573K 0.04%
28,277
+1,411
403
$572K 0.04%
2,077
+1,015
404
$572K 0.04%
2,442
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405
$571K 0.04%
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406
$570K 0.04%
4,517
+1,079
407
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17,142
-90
408
$569K 0.04%
16,435
+1,403
409
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16,431
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410
$566K 0.04%
96,795
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411
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6,619
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412
$566K 0.04%
4,809
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413
$566K 0.04%
11,183
414
$562K 0.04%
2,900
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415
$562K 0.04%
12,301
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416
$561K 0.04%
17,684
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417
$558K 0.03%
9,650
+1,050
418
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11,716
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419
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4,102
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420
$555K 0.03%
5,536
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421
$551K 0.03%
1,590
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422
$550K 0.03%
3,528
+995
423
$543K 0.03%
4,971
+29
424
$543K 0.03%
10,153
+2,647
425
$543K 0.03%
1,574
+15
15 16
17
18 19