AFG

Atomi Financial Group Portfolio holdings

AUM $3.09B
1-Year Est. Return 36.43%
This Quarter Est. Return
1 Year Est. Return
+36.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.9M
3
+$13.8M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.5M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$2.96M
4
GE icon
GE Aerospace
GE
+$2.9M
5
CAT icon
Caterpillar
CAT
+$2.53M

Sector Composition

1 Technology 10.69%
2 Financials 10.41%
3 Communication Services 6.08%
4 Consumer Discretionary 3.92%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$652K 0.03%
3,173
+367
427
$652K 0.03%
13,806
+288
428
$651K 0.03%
2,132
+315
429
$650K 0.03%
6,850
+2,139
430
$649K 0.03%
43,670
+15,437
431
$643K 0.03%
14,267
+1,402
432
$642K 0.03%
6,857
+368
433
$642K 0.03%
13,653
-53,073
434
$639K 0.03%
2,441
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435
$639K 0.03%
+22,004
436
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5,678
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437
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12,855
+3,021
438
$626K 0.03%
4,739
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439
$624K 0.03%
12,923
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440
$623K 0.03%
15,145
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441
$622K 0.03%
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442
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6,354
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443
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18,130
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444
$621K 0.03%
31,857
-8,449
445
$619K 0.03%
7,732
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446
$618K 0.03%
2,331
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447
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+13,041
448
$617K 0.03%
8,081
+2,132
449
$614K 0.03%
+6,367
450
$614K 0.03%
5,963
+2,026
16 17
18
19 20