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
$723M
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$11.7M
3
+$11.5M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.6M

Top Sells

1
+$2.28M
2
+$1.24M
3
+$1.15M
4
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$1.1M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$940K

Sector Composition

1 Financials 17.31%
2 Technology 15.64%
3 Communication Services 5.99%
4 Healthcare 4.42%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$291K 0.04%
9,014
-207
427
$291K 0.04%
+10,059
428
$289K 0.04%
3,232
+345
429
$287K 0.04%
+327
430
$287K 0.04%
5,687
-67
431
$286K 0.04%
+5,493
432
$284K 0.04%
36,838
-2,944
433
$281K 0.04%
+3,766
434
$281K 0.04%
+4,867
435
$281K 0.04%
+10,330
436
$281K 0.04%
38,854
-1,909
437
$280K 0.04%
+1,569
438
$279K 0.04%
+550
439
$279K 0.04%
+1,066
440
$279K 0.04%
+1,164
441
$276K 0.04%
21,573
-577
442
$275K 0.04%
+1,152
443
$275K 0.04%
24,383
+5,123
444
$274K 0.04%
+2,798
445
$274K 0.04%
+5,819
446
$274K 0.04%
72,864
+10,419
447
$273K 0.04%
+18,187
448
$273K 0.04%
+3,455
449
$273K 0.04%
1,970
+173
450
$269K 0.04%
+24,953
16 17
18
19 20