AFG

Atomi Financial Group Portfolio holdings

AUM $3.38B
1-Year Est. Return 32.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.12%
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
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
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
401
$829K 0.03%
9,094
+1,013
402
$824K 0.03%
25,788
+1,370
403
$823K 0.03%
11,073
+731
404
$822K 0.03%
17,096
-5,284
405
$820K 0.03%
4,185
+568
406
$815K 0.03%
8,094
-71
407
$814K 0.03%
10,707
-8,711
408
$811K 0.03%
2,780
+608
409
$807K 0.03%
44,529
+6,444
410
$807K 0.03%
30,362
-3,728
411
$799K 0.03%
24,473
+9,059
412
$798K 0.03%
1,806
+84
413
$797K 0.03%
+18,918
414
$797K 0.03%
+6,073
415
$795K 0.03%
8,906
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416
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1,378
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417
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9,944
-1,713
418
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20,557
-6,046
419
$786K 0.03%
2,204
-264
420
$778K 0.03%
2,310
+200
421
$773K 0.03%
11,467
+1,743
422
$773K 0.03%
7,665
+1,665
423
$770K 0.03%
9,465
+253
424
$770K 0.03%
26,828
-1,266
425
$770K 0.03%
26,338
+4,334
15 16
17
18 19