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
$1.08B
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
772
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.3M
3
+$10.9M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.48M

Top Sells

1
+$21.5M
2
+$7.35M
3
+$4.41M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.63M
5
INTC icon
Intel
INTC
+$2.25M

Sector Composition

1 Financials 15.3%
2 Technology 11.78%
3 Communication Services 5.6%
4 Consumer Discretionary 4.03%
5 Healthcare 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$368K 0.03%
382
+55
452
$368K 0.03%
+4,919
453
$367K 0.03%
6,228
+409
454
$367K 0.03%
5,332
+47
455
$367K 0.03%
2,784
+684
456
$366K 0.03%
6,069
+1,423
457
$366K 0.03%
+4,729
458
$363K 0.03%
44,214
+1,211
459
$361K 0.03%
632
+221
460
$361K 0.03%
4,092
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461
$357K 0.03%
22,694
-1,929
462
$356K 0.03%
+2,879
463
$355K 0.03%
15,665
-2,893
464
$353K 0.03%
3,483
-38
465
$353K 0.03%
1,197
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466
$353K 0.03%
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467
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468
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2,019
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469
$349K 0.03%
+10,677
470
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471
$348K 0.03%
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472
$347K 0.03%
797
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473
$347K 0.03%
+9,590
474
$346K 0.03%
867
+142
475
$346K 0.03%
8,868
+149
17 18
19
20 21