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
$1.6B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.7M
3
+$13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.83M

Top Sells

1
+$10.6M
2
+$4.67M
3
+$3.12M
4
QCOM icon
Qualcomm
QCOM
+$3.12M
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$3.03M

Sector Composition

1 Technology 11.83%
2 Financials 11.12%
3 Communication Services 6.02%
4 Consumer Discretionary 3.97%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$543K 0.03%
6,650
-920
427
$538K 0.03%
4,380
+1,300
428
$534K 0.03%
+18,567
429
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15,461
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430
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12,353
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431
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24,332
+1,399
432
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32,840
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433
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167
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434
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15,909
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435
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436
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8,596
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437
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5,815
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438
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+14,039
439
$514K 0.03%
9,552
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440
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5,109
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441
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5,320
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442
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443
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445
$508K 0.03%
4,276
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446
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2,640
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447
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2,184
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448
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17,161
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449
$502K 0.03%
6,090
+1,873
450
$501K 0.03%
9,354
+742
16 17
18
19 20