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
$1.35B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.8M
3
+$10M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.67M

Top Sells

1
+$5.58M
2
+$4M
3
+$3.63M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.19M
5
LIN icon
Linde
LIN
+$2.69M

Sector Composition

1 Technology 13%
2 Financials 12.43%
3 Communication Services 6.33%
4 Healthcare 3.67%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$412K 0.03%
4,458
+274
452
$410K 0.03%
23,457
+5,098
453
$409K 0.03%
3,381
454
$406K 0.03%
49,151
+4,937
455
$404K 0.03%
9,660
+836
456
$404K 0.03%
5,957
+1,168
457
$402K 0.03%
11,994
+303
458
$402K 0.03%
35,959
+11,417
459
$400K 0.03%
2,509
+869
460
$400K 0.03%
1,274
+158
461
$397K 0.03%
8,548
+3,169
462
$397K 0.03%
8,715
+2,762
463
$396K 0.03%
1,947
+42
464
$396K 0.03%
23,494
+3,166
465
$395K 0.03%
1,914
-82
466
$394K 0.03%
6,016
-465
467
$392K 0.03%
11,716
+287
468
$392K 0.03%
+7,506
469
$390K 0.03%
6,518
+1,146
470
$390K 0.03%
212,083
-11,991
471
$390K 0.03%
9,180
+2,971
472
$390K 0.03%
+3,751
473
$389K 0.03%
6,789
-411
474
$388K 0.03%
+3,080
475
$388K 0.03%
+19,944
17 18
19
20 21