AFG

Atomi Financial Group Portfolio holdings

AUM $3.38B
1-Year Est. Return 32.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.12%
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
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
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
426
$768K 0.03%
13,901
+3,539
427
$768K 0.03%
207
-3
428
$766K 0.03%
10,808
+2,060
429
$765K 0.03%
9,517
+886
430
$765K 0.03%
15,829
-7,182
431
$764K 0.03%
+7,305
432
$752K 0.03%
+11,698
433
$752K 0.03%
8,191
-4,579
434
$747K 0.03%
11,932
+2,522
435
$747K 0.03%
5,556
+817
436
$745K 0.03%
15,279
+1,473
437
$745K 0.03%
2,607
-1,881
438
$743K 0.03%
17,055
+5,592
439
$743K 0.03%
3,058
+165
440
$739K 0.03%
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441
$739K 0.03%
14,186
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442
$735K 0.03%
53,588
+16,053
443
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2,234
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444
$731K 0.03%
5,318
-486
445
$729K 0.03%
16,004
+1,010
446
$728K 0.03%
2,609
+951
447
$726K 0.03%
2,799
-49
448
$715K 0.03%
+13,731
449
$713K 0.03%
7,842
+985
450
$713K 0.03%
13,088
+233
16 17
18
19 20