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
$1.98B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.5M
3
+$12.7M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$2.86M
2
+$2.27M
3
+$2.12M
4
NEE icon
NextEra Energy
NEE
+$2.05M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.84M

Sector Composition

1 Technology 12.68%
2 Financials 11.38%
3 Communication Services 6.72%
4 Consumer Discretionary 4.45%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$611K 0.03%
17,000
+6,640
402
$611K 0.03%
1,072
+213
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406
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1,731
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6,533
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409
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410
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411
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412
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413
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414
$594K 0.03%
61,161
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415
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11,065
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416
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39,698
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419
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24,283
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420
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6,489
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421
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12,865
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422
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10,065
-3,696
423
$585K 0.03%
8,957
-182
424
$584K 0.03%
5,122
-678
425
$583K 0.03%
45,332
-10,450
15 16
17
18 19