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
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.7M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.81M
5
BND icon
Vanguard Total Bond Market
BND
+$7.14M

Top Sells

1
+$11.1M
2
+$8.26M
3
+$7.15M
4
OKLO
Oklo
OKLO
+$5.76M
5
RBLX icon
Roblox
RBLX
+$5.59M

Sector Composition

1 Financials 12.16%
2 Technology 11.72%
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
IUS icon
451
Invesco RAFI Strategic US ETF
IUS
$704M
$712K 0.03%
+13,828
BMO icon
452
Bank of Montreal
BMO
$96.7B
$712K 0.03%
6,435
-1,292
TTD icon
453
Trade Desk
TTD
$16.5B
$711K 0.03%
9,879
+4,108
AM icon
454
Antero Midstream
AM
$8.71B
$708K 0.03%
37,352
-1,251
PEP icon
455
PepsiCo
PEP
$202B
$706K 0.03%
5,344
-2,400
USG icon
456
USCF Gold Strategy Plus Income Fund
USG
$13.3M
$705K 0.03%
+20,275
PFIX icon
457
Simplify Interest Rate Hedge ETF
PFIX
$163M
$705K 0.03%
+13,333
DMBS icon
458
DoubleLine Mortgage ETF
DMBS
$674M
$702K 0.03%
14,297
+2,517
MRSH
459
Marsh
MRSH
$89.4B
$700K 0.03%
3,200
-608
DFAS icon
460
Dimensional US Small Cap ETF
DFAS
$12.8B
$698K 0.03%
10,952
-8,454
CCEP icon
461
Coca-Cola Europacific Partners
CCEP
$40.5B
$696K 0.03%
+7,507
TME icon
462
Tencent Music
TME
$25B
$695K 0.03%
35,668
+7,168
VGSH icon
463
Vanguard Short-Term Treasury ETF
VGSH
$25.9B
$695K 0.03%
11,820
+1,857
AVUV icon
464
Avantis US Small Cap Value ETF
AVUV
$21.4B
$694K 0.03%
7,620
+4,663
EQH icon
465
Equitable Holdings
EQH
$13.4B
$690K 0.03%
12,307
+1,716
BSJT icon
466
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$421M
$688K 0.03%
31,972
+9,732
ZS icon
467
Zscaler
ZS
$34.1B
$677K 0.03%
2,156
+1,015
GFI icon
468
Gold Fields
GFI
$47.3B
$674K 0.03%
28,464
+954
EWX icon
469
SPDR S&P Emerging Markets Small Cap ETF
EWX
$758M
$672K 0.03%
10,836
+163
GWW icon
470
W.W. Grainger
GWW
$49.2B
$671K 0.03%
645
+46
CTVA icon
471
Corteva
CTVA
$47.1B
$670K 0.03%
8,987
+1,269
TOST icon
472
Toast
TOST
$19.3B
$669K 0.03%
15,097
+1,768
RF icon
473
Regions Financial
RF
$24.1B
$668K 0.03%
28,414
-1,818
EOS
474
Eaton Vance Enhance Equity Income Fund II
EOS
$1.2B
$668K 0.03%
27,586
-555
ROK icon
475
Rockwell Automation
ROK
$46.7B
$663K 0.03%
1,996
+208
17 18
19
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