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
$3.09B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.6M

Top Sells

1
+$66.1M
2
+$23.3M
3
+$10.6M
4
COIN icon
Coinbase
COIN
+$7.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$6.5M

Sector Composition

1 Technology 12.43%
2 Financials 11.8%
3 Communication Services 6.25%
4 Consumer Discretionary 3.99%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CCJ icon
451
Cameco
CCJ
$50.4B
$824K 0.03%
9,827
+6,541
TTWO icon
452
Take-Two Interactive
TTWO
$44.5B
$823K 0.03%
3,187
+129
OPEN icon
453
Opendoor
OPEN
$6.09B
$818K 0.03%
106,076
-62,138
ROE icon
454
Astoria US Quality Kings ETF
ROE
$204M
$818K 0.03%
23,660
-4,211
BVN icon
455
Compañía de Minas Buenaventura
BVN
$9.55B
$813K 0.03%
+33,417
RF icon
456
Regions Financial
RF
$24B
$805K 0.03%
30,532
+2,118
SE icon
457
Sea Limited
SE
$71.8B
$801K 0.03%
4,483
+476
CGXU icon
458
Capital Group International Focus Equity ETF
CGXU
$4.6B
$797K 0.03%
26,910
+4,542
PAYX icon
459
Paychex
PAYX
$38.6B
$795K 0.03%
6,271
-331
PYPL icon
460
PayPal
PYPL
$51.5B
$791K 0.03%
11,801
+728
FDX icon
461
FedEx
FDX
$70.8B
$791K 0.03%
3,352
+518
AVUS icon
462
Avantis US Equity ETF
AVUS
$10.7B
$790K 0.03%
7,269
-396
BBIO icon
463
BridgeBio Pharma
BBIO
$14.9B
$790K 0.03%
15,206
+420
XLU icon
464
State Street Utilities Select Sector SPDR ETF
XLU
$22B
$789K 0.03%
18,100
-7,286
KGC icon
465
Kinross Gold
KGC
$44.1B
$788K 0.03%
31,695
-3,016
CNQ icon
466
Canadian Natural Resources
CNQ
$71.7B
$781K 0.03%
24,429
+3,776
BP icon
467
BP
BP
$90.3B
$779K 0.03%
22,611
+8,580
MAS icon
468
Masco
MAS
$14.2B
$779K 0.03%
11,066
+879
NSC icon
469
Norfolk Southern
NSC
$62.9B
$778K 0.03%
2,589
+632
DFIC icon
470
Dimensional International Core Equity 2 ETF
DFIC
$12.4B
$777K 0.03%
+23,692
ROK icon
471
Rockwell Automation
ROK
$45.4B
$776K 0.03%
2,220
+224
SHG icon
472
Shinhan Financial Group
SHG
$26.8B
$775K 0.03%
15,389
+1,194
IMCG icon
473
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.18B
$774K 0.03%
9,354
-4,495
AM icon
474
Antero Midstream
AM
$8.73B
$772K 0.02%
39,694
+2,342
JD icon
475
JD.com
JD
$40.3B
$771K 0.02%
22,045
+3,146
17 18
19
20 21