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
$1.98B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.5M
3
+$12.7M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$2.86M
2
+$2.27M
3
+$2.12M
4
NEE icon
NextEra Energy
NEE
+$2.05M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.84M

Sector Composition

1 Technology 12.68%
2 Financials 11.38%
3 Communication Services 6.72%
4 Consumer Discretionary 4.45%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$582K 0.03%
6,000
427
$581K 0.03%
127,484
-24,446
428
$580K 0.03%
181
+14
429
$577K 0.03%
1,575
+1
430
$575K 0.03%
11,434
+3,572
431
$574K 0.03%
4,684
+304
432
$572K 0.03%
543
+107
433
$566K 0.03%
12,242
-111
434
$563K 0.03%
1,653
+90
435
$563K 0.03%
18,522
-45
436
$562K 0.03%
2,016
+247
437
$561K 0.03%
4,249
+199
438
$559K 0.03%
+20,931
439
$556K 0.03%
9,442
-933
440
$555K 0.03%
7,206
-687
441
$552K 0.03%
+54,538
442
$550K 0.03%
6,970
+792
443
$550K 0.03%
7,012
+352
444
$548K 0.03%
8,901
+305
445
$545K 0.03%
6,677
+376
446
$544K 0.03%
6,638
+548
447
$541K 0.03%
+15,874
448
$540K 0.03%
11,183
449
$540K 0.03%
14,285
+246
450
$539K 0.03%
9,891
-6,603
16 17
18
19 20