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
$1.35B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.8M
3
+$10M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.67M

Top Sells

1
+$5.58M
2
+$4M
3
+$3.63M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.19M
5
LIN icon
Linde
LIN
+$2.69M

Sector Composition

1 Technology 13%
2 Financials 12.43%
3 Communication Services 6.33%
4 Healthcare 3.67%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$464K 0.03%
15,169
+1,238
427
$459K 0.03%
772
+140
428
$459K 0.03%
35,203
429
$455K 0.03%
28,961
430
$454K 0.03%
4,354
+1,305
431
$451K 0.03%
5,104
+503
432
$450K 0.03%
9,003
+689
433
$447K 0.03%
6,802
+953
434
$445K 0.03%
38,924
+1,345
435
$444K 0.03%
1,445
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436
$443K 0.03%
102,849
-7,799
437
$442K 0.03%
3,049
+256
438
$442K 0.03%
11,509
+1,241
439
$439K 0.03%
43,001
+3,401
440
$437K 0.03%
1,914
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441
$433K 0.03%
16,773
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442
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+8,612
443
$424K 0.03%
5,304
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444
$423K 0.03%
1,036
+239
445
$421K 0.03%
8,600
+2,547
446
$421K 0.03%
4,190
+372
447
$419K 0.03%
153,531
+68,344
448
$419K 0.03%
+3,800
449
$415K 0.03%
4,732
-5,102
450
$413K 0.03%
22,203
-545
16 17
18
19 20