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
$3.38B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$26.4M
3
+$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Top Sells

1
+$25M
2
+$12.8M
3
+$9.99M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$9.61M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$8.91M

Sector Composition

1 Technology 15.06%
2 Financials 10.36%
3 Communication Services 6.26%
4 Consumer Discretionary 4.52%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VPU icon
426
Vanguard Utilities ETF
VPU
$8.64B
$950K 0.03%
5,135
+310
DNP icon
427
DNP Select Income Fund
DNP
$3.9B
$950K 0.03%
95,112
+68,787
SCZ icon
428
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.7B
$949K 0.03%
12,243
+246
AIG icon
429
American International
AIG
$42.2B
$948K 0.03%
11,083
-130
ESML icon
430
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.25B
$948K 0.03%
20,616
+9,217
QLTA icon
431
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.74B
$945K 0.03%
19,648
-194
VXUS icon
432
Vanguard Total International Stock ETF
VXUS
$130B
$944K 0.03%
12,519
+5,094
SPG icon
433
Simon Property Group
SPG
$63.3B
$943K 0.03%
5,095
+490
SCHP icon
434
Schwab US TIPS ETF
SCHP
$15.5B
$942K 0.03%
35,567
+14,910
ROK icon
435
Rockwell Automation
ROK
$41.6B
$937K 0.03%
2,409
+189
MDY icon
436
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$24.3B
$937K 0.03%
1,553
-168
STLD icon
437
Steel Dynamics
STLD
$26.3B
$936K 0.03%
5,522
+3,148
CVNA icon
438
Carvana
CVNA
$45.3B
$934K 0.03%
2,213
-157
HCA icon
439
HCA Healthcare
HCA
$119B
$932K 0.03%
1,995
+380
HIG icon
440
Hartford Financial Services
HIG
$38.4B
$931K 0.03%
6,754
+497
ICE icon
441
Intercontinental Exchange
ICE
$94.4B
$924K 0.03%
5,702
+272
IDEV icon
442
iShares Core MSCI International Developed Markets ETF
IDEV
$27.9B
$917K 0.03%
11,115
+3
XYZ
443
Block Inc
XYZ
$39.7B
$914K 0.03%
14,037
-1,494
CNQ icon
444
Canadian Natural Resources
CNQ
$96.5B
$906K 0.03%
26,778
+2,349
VEEV icon
445
Veeva Systems
VEEV
$32.1B
$905K 0.03%
4,056
-328
NET icon
446
Cloudflare
NET
$68.7B
$904K 0.03%
4,583
-198
IYY icon
447
iShares Dow Jones US ETF
IYY
$2.7B
$902K 0.03%
5,440
GBIL icon
448
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.12B
$894K 0.03%
8,949
-4,879
AON icon
449
Aon
AON
$73B
$890K 0.03%
2,521
-401
CTAS icon
450
Cintas
CTAS
$81.4B
$883K 0.03%
4,697
-906
16 17
18
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