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
$723M
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$11.7M
3
+$11.5M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.6M

Top Sells

1
+$2.28M
2
+$1.24M
3
+$1.15M
4
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$1.1M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$940K

Sector Composition

1 Financials 17.31%
2 Technology 15.64%
3 Communication Services 5.99%
4 Healthcare 4.42%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$269K 0.04%
+12,568
452
$267K 0.04%
+3,353
453
$267K 0.04%
+1,094
454
$265K 0.04%
1,516
+135
455
$264K 0.04%
+2,100
456
$264K 0.04%
+4,403
457
$263K 0.04%
13,853
-25
458
$263K 0.04%
5,048
+947
459
$263K 0.04%
+75,000
460
$260K 0.04%
+551
461
$259K 0.04%
+11,742
462
$259K 0.04%
+6,243
463
$259K 0.04%
3,593
+501
464
$258K 0.04%
+1,644
465
$258K 0.04%
39,971
+2,987
466
$255K 0.04%
+11,058
467
$255K 0.04%
+10,920
468
$254K 0.04%
+23,216
469
$253K 0.04%
+1,665
470
$252K 0.03%
+1,894
471
$251K 0.03%
+1,543
472
$250K 0.03%
+3,598
473
$250K 0.03%
3,878
-324
474
$249K 0.03%
+214
475
$249K 0.03%
+6,365
17 18
19
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