AFG

Atomi Financial Group Portfolio holdings

AUM $3.38B
1-Year Est. Return 32.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.12%
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
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
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
451
$712K 0.03%
+13,828
452
$712K 0.03%
6,435
-1,292
453
$711K 0.03%
9,879
+4,108
454
$708K 0.03%
37,352
-1,251
455
$706K 0.03%
5,344
-2,400
456
$705K 0.03%
+20,275
457
$705K 0.03%
+13,333
458
$702K 0.03%
14,297
+2,517
459
$700K 0.03%
3,200
-608
460
$698K 0.03%
10,952
-8,454
461
$696K 0.03%
+7,507
462
$695K 0.03%
35,668
+7,168
463
$695K 0.03%
11,820
+1,857
464
$694K 0.03%
7,620
+4,663
465
$690K 0.03%
12,307
+1,716
466
$688K 0.03%
31,972
+9,732
467
$677K 0.03%
2,156
+1,015
468
$674K 0.03%
28,464
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469
$672K 0.03%
10,836
+163
470
$671K 0.03%
645
+46
471
$670K 0.03%
8,987
+1,269
472
$669K 0.03%
15,097
+1,768
473
$668K 0.03%
28,414
-1,818
474
$668K 0.03%
27,586
-555
475
$663K 0.03%
1,996
+208
17 18
19
20 21