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
$3.09B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.6M

Top Sells

1
+$66.1M
2
+$23.3M
3
+$10.6M
4
COIN icon
Coinbase
COIN
+$7.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$6.5M

Sector Composition

1 Technology 12.43%
2 Financials 11.8%
3 Communication Services 6.25%
4 Consumer Discretionary 3.99%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JEPI icon
426
JPMorgan Equity Premium Income ETF
JEPI
$42.1B
$869K 0.03%
15,212
+6,646
EBAY icon
427
eBay
EBAY
$41B
$866K 0.03%
9,523
+1,301
DMBS icon
428
DoubleLine Mortgage ETF
DMBS
$674M
$865K 0.03%
17,416
+3,119
SPG icon
429
Simon Property Group
SPG
$60.2B
$864K 0.03%
4,605
-911
MFC icon
430
Manulife Financial
MFC
$61.4B
$862K 0.03%
27,670
+1,882
MNST icon
431
Monster Beverage
MNST
$79.6B
$858K 0.03%
12,744
+812
BUD icon
432
AB InBev
BUD
$134B
$854K 0.03%
14,322
-846
DWX icon
433
SPDR S&P International Dividend ETF
DWX
$484M
$850K 0.03%
19,915
+997
FEZ icon
434
SPDR Euro Stoxx 50 ETF
FEZ
$5.22B
$848K 0.03%
+13,646
ABNB icon
435
Airbnb
ABNB
$79.3B
$847K 0.03%
6,977
+358
PLD icon
436
Prologis
PLD
$122B
$847K 0.03%
7,395
+2,220
CBRE icon
437
CBRE Group
CBRE
$49.2B
$845K 0.03%
5,363
+735
PSX icon
438
Phillips 66
PSX
$55.8B
$841K 0.03%
6,187
+683
EAGG icon
439
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.4B
$841K 0.03%
17,506
+10,396
CMCSA icon
440
Comcast
CMCSA
$103B
$841K 0.03%
26,753
-4,004
GGN
441
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$843M
$838K 0.03%
162,509
+132,087
MSCI icon
442
MSCI
MSCI
$43.9B
$837K 0.03%
1,476
+98
HIG icon
443
Hartford Financial Services
HIG
$35.9B
$835K 0.03%
6,257
+1,059
IWO icon
444
iShares Russell 2000 Growth ETF
IWO
$14.1B
$833K 0.03%
2,603
-4
SCI icon
445
Service Corp International
SCI
$11.5B
$831K 0.03%
9,991
+526
PAPR icon
446
Innovator US Equity Power Buffer ETF April
PAPR
$778M
$830K 0.03%
21,631
-5,443
SOFI icon
447
SoFi Technologies
SOFI
$32.2B
$829K 0.03%
31,388
+3,836
VALE icon
448
Vale
VALE
$63.7B
$829K 0.03%
76,333
+25,499
BGRN icon
449
iShares USD Green Bond ETF
BGRN
$445M
$827K 0.03%
17,177
+3,978
USG icon
450
USCF Gold Strategy Plus Income Fund
USG
$13.3M
$827K 0.03%
21,300
+1,025
16 17
18
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