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
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.7M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.81M
5
BND icon
Vanguard Total Bond Market
BND
+$7.14M

Top Sells

1
+$11.1M
2
+$8.26M
3
+$7.15M
4
OKLO
Oklo
OKLO
+$5.76M
5
RBLX icon
Roblox
RBLX
+$5.59M

Sector Composition

1 Financials 12.16%
2 Technology 11.72%
3 Communication Services 5.98%
4 Consumer Discretionary 3.96%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAM icon
426
Brookfield Asset Management
BAM
$83.5B
$768K 0.03%
13,901
+3,539
AZO icon
427
AutoZone
AZO
$63.5B
$768K 0.03%
207
-3
CM icon
428
Canadian Imperial Bank of Commerce
CM
$80.1B
$766K 0.03%
10,808
+2,060
CSGP icon
429
CoStar Group
CSGP
$29B
$765K 0.03%
9,517
+886
SNY icon
430
Sanofi
SNY
$127B
$765K 0.03%
15,829
-7,182
IDU icon
431
iShares US Utilities ETF
IDU
$1.64B
$764K 0.03%
+7,305
JMOM icon
432
JPMorgan US Momentum Factor ETF
JMOM
$1.82B
$752K 0.03%
+11,698
CRH icon
433
CRH
CRH
$74.5B
$752K 0.03%
8,191
-4,579
MNST icon
434
Monster Beverage
MNST
$69.4B
$747K 0.03%
11,932
+2,522
VLO icon
435
Valero Energy
VLO
$53.6B
$747K 0.03%
5,556
+817
TRP icon
436
TC Energy
TRP
$56.7B
$745K 0.03%
15,279
+1,473
IWO icon
437
iShares Russell 2000 Growth ETF
IWO
$12.6B
$745K 0.03%
2,607
-1,881
PAVE icon
438
Global X US Infrastructure Development ETF
PAVE
$9.48B
$743K 0.03%
17,055
+5,592
TTWO icon
439
Take-Two Interactive
TTWO
$43.9B
$743K 0.03%
3,058
+165
QEFA icon
440
SPDR MSCI EAFE StrategicFactors ETF
QEFA
$957M
$739K 0.03%
+8,661
GDX icon
441
VanEck Gold Miners ETF
GDX
$22.3B
$739K 0.03%
14,186
+2,333
NU icon
442
Nu Holdings
NU
$75.3B
$735K 0.03%
53,588
+16,053
CMI icon
443
Cummins
CMI
$64.5B
$732K 0.03%
2,234
+525
OC icon
444
Owens Corning
OC
$8.44B
$731K 0.03%
5,318
-486
AU icon
445
AngloGold Ashanti
AU
$40.7B
$729K 0.03%
16,004
+1,010
SMH icon
446
VanEck Semiconductor ETF
SMH
$35.1B
$728K 0.03%
2,609
+951
EFX icon
447
Equifax
EFX
$25.3B
$726K 0.03%
2,799
-49
EMGF icon
448
iShares Emerging Markets Equity Factor ETF
EMGF
$1.25B
$715K 0.03%
+13,731
CL icon
449
Colgate-Palmolive
CL
$63.5B
$713K 0.03%
7,842
+985
DYNF icon
450
BlackRock US Equity Factor Rotation ETF
DYNF
$26.4B
$713K 0.03%
13,088
+233
16 17
18
19 20