AFG

Atomi Financial Group Portfolio holdings

AUM $3.09B
1-Year Est. Return 36.43%
This Quarter Est. Return
1 Year Est. Return
+36.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.7M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.81M
5
BND icon
Vanguard Total Bond Market
BND
+$7.14M

Top Sells

1
+$11.1M
2
+$8.26M
3
+$7.15M
4
OKLO
Oklo
OKLO
+$5.76M
5
RBLX icon
Roblox
RBLX
+$5.59M

Sector Composition

1 Financials 12.16%
2 Technology 11.72%
3 Communication Services 5.98%
4 Consumer Discretionary 3.96%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNEX icon
401
StoneX
SNEX
$4.64B
$829K 0.03%
9,094
+1,013
MFC icon
402
Manulife Financial
MFC
$58B
$824K 0.03%
25,788
+1,370
PYPL icon
403
PayPal
PYPL
$61.1B
$823K 0.03%
11,073
+731
BHP icon
404
BHP
BHP
$142B
$822K 0.03%
17,096
-5,284
NET icon
405
Cloudflare
NET
$74.8B
$820K 0.03%
4,185
+568
SGOV icon
406
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
$815K 0.03%
8,094
-71
IDEV icon
407
iShares Core MSCI International Developed Markets ETF
IDEV
$22.5B
$814K 0.03%
10,707
-8,711
GD icon
408
General Dynamics
GD
$92.9B
$811K 0.03%
2,780
+608
ET icon
409
Energy Transfer Partners
ET
$57.1B
$807K 0.03%
44,529
+6,444
SPTL icon
410
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11.7B
$807K 0.03%
30,362
-3,728
CSX icon
411
CSX Corp
CSX
$65B
$799K 0.03%
24,473
+9,059
WSO icon
412
Watsco Inc
WSO
$14.1B
$798K 0.03%
1,806
+84
DWX icon
413
SPDR S&P International Dividend ETF
DWX
$493M
$797K 0.03%
+18,918
MGV icon
414
Vanguard Mega Cap Value ETF
MGV
$10.2B
$797K 0.03%
+6,073
ESGD icon
415
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.4B
$795K 0.03%
8,906
-47
MSCI icon
416
MSCI
MSCI
$43.1B
$794K 0.03%
1,378
+187
VCSH icon
417
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.3B
$791K 0.03%
9,944
-1,713
BKR icon
418
Baker Hughes
BKR
$46.9B
$788K 0.03%
20,557
-6,046
AON icon
419
Aon
AON
$75.4B
$786K 0.03%
2,204
-264
CVNA icon
420
Carvana
CVNA
$45B
$778K 0.03%
2,310
+200
MDLZ icon
421
Mondelez International
MDLZ
$73.5B
$773K 0.03%
11,467
+1,743
AVUS icon
422
Avantis US Equity ETF
AVUS
$9.79B
$773K 0.03%
7,665
+1,665
SCI icon
423
Service Corp International
SCI
$11.2B
$770K 0.03%
9,465
+253
DD icon
424
DuPont de Nemours
DD
$17B
$770K 0.03%
11,225
-530
SPBO icon
425
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.69B
$770K 0.03%
26,338
+4,334
15 16
17
18 19