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AFG

Atomi Financial Group Portfolio holdings

AUM $3.84B
1-Year Est. Return 30.73%
This Fund
S&P 500
This Quarter Est. Return
+2.07%
1 Year Est. Return
+30.73%
3 Year Est. Return
+138.65%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$3.41B
AUM Growth
+$316M
Cap. Flow
+$306M
Cap. Flow %
8.97%
Top 10 Hldgs %
22.56%
Holding
1,284
New
119
Increased
691
Reduced
366
Closed
78

Top Buys

Rank Stock Value
1
FIG
Figma
FIG
+$41.2M
2
AVGO icon
Broadcom
AVGO
+$26.4M
3
AAPL icon
Apple
AAPL
+$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Top Sells

Rank Stock Value
1
OKLO
Oklo
OKLO
+$25M
2
SCHH icon
Schwab US REIT ETF
SCHH
+$12.8M
3
MBB icon
iShares MBS ETF
MBB
+$9.99M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$9.61M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$8.91M

Sector Composition

Rank Sector Weight
1 Technology 14.94%
2 Financials 10.4%
3 Communication Services 6.21%
4 Consumer Discretionary 4.49%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AON icon
451
Aon
AON
$76.1B
$890K 0.03%
2,521
-401
-14% -$140K
CTAS icon
452
Cintas
CTAS
$81.1B
$883K 0.03%
4,697
-906
-16% -$171K
F icon
453
Ford
F
$55.2B
$878K 0.03%
66,938
+13,839
+26% +$178K
SHG icon
454
Shinhan Financial Group
SHG
$35.4B
$873K 0.03%
16,281
+892
+6% +$47.1K
PICK icon
455
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.34B
$872K 0.03%
16,979
+209
+1% +$9.87K
CART icon
456
Maplebear
CART
$11.8B
$870K 0.03%
19,347
+523
+3% +$21.4K
GGN
457
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$819M
$870K 0.03%
168,637
+6,128
+4% +$30.8K
PAAS icon
458
Pan American Silver
PAAS
$21.5B
$869K 0.03%
16,776
+3,562
+27% +$149K
RF icon
459
Regions Financial
RF
$26.9B
$853K 0.03%
31,481
+949
+3% +$24.2K
USG icon
460
USCF Gold Strategy Plus Income Fund
USG
$9.33M
$853K 0.03%
24,546
+3,246
+15% +$132K
ARKF icon
461
ARK Blockchain & Fintech Innovation ETF
ARKF
$766M
$852K 0.03%
17,883
-1,421
-7% -$74.1K
OHI icon
462
Omega Healthcare
OHI
$14.7B
$852K 0.03%
19,207
+1,220
+7% +$52.6K
SOFI icon
463
SoFi Technologies
SOFI
$23.8B
$850K 0.02%
32,480
+1,092
+3% +$30.4K
BP icon
464
BP
BP
$108B
$849K 0.02%
24,445
+1,834
+8% +$64.3K
PAPR icon
465
Innovator US Equity Power Buffer ETF April
PAPR
$959M
$846K 0.02%
21,631
– –
GLW icon
466
Corning
GLW
$141B
$843K 0.02%
9,626
+328
+4% +$28.3K
BGRN icon
467
iShares USD Green Bond ETF
BGRN
$502M
$842K 0.02%
17,561
+384
+2% +$18.5K
BIDU icon
468
Baidu
BIDU
$36.8B
$839K 0.02%
6,418
+1,181
+23% +$147K
NSC icon
469
Norfolk Southern
NSC
$76.2B
$834K 0.02%
2,888
+299
+12% +$86.5K
MTUM icon
470
iShares MSCI USA Momentum Factor ETF
MTUM
$25.9B
$832K 0.02%
3,324
-1,732
-34% -$435K
VCSH icon
471
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$832K 0.02%
10,434
-484
-4% -$38.6K
WEC icon
472
WEC Energy
WEC
$35.1B
$832K 0.02%
7,888
+2,091
+36% +$232K
MCO icon
473
Moody's
MCO
$82.8B
$828K 0.02%
1,621
+312
+24% +$152K
SYF icon
474
Synchrony
SYF
$25.7B
$827K 0.02%
9,907
+1,298
+15% +$99.2K
PSX icon
475
Phillips 66
PSX
$80.6B
$825K 0.02%
6,395
+208
+3% +$28K
17 18
19
20 21

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DWM
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TFM
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TCIM
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AFI
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Atomi Financial Group's Q4 2025 Portfolio in Review

As of Q4 2025, Atomi Financial Group held 1,284 positions worth $3.41B, up 10% from $3.09B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

Atomi Financial Group deployed $306M of net new capital in Q4 2025, opening 119 new positions and adding to 691 existing holdings. Its largest new stake was Figma: 911,342 shares worth $34.1M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 12% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Oklo, an estimated $25M trimmed.

  • Atomi Financial Group's largest Q4 2025 buy was Figma: 911,342 shares worth $34.1M.
  • Atomi Financial Group added most to Broadcom in Q4 2025, an estimated $26.4M increase.
  • Atomi Financial Group's biggest Q4 2025 reduction was Oklo, cutting an estimated $25M.
  • Atomi Financial Group fully exited iShares iBonds Dec 2025 Term Treasury ETF in Q4 2025, selling an estimated $2.27M.
  • Atomi Financial Group's ten largest holdings make up 23% of its $3.41B portfolio in Q4 2025.
  • Atomi Financial Group opened 119 new positions and closed 78 in Q4 2025.
  • Atomi Financial Group's portfolio value rose 10% quarter-over-quarter to $3.41B.

Based on Atomi Financial Group's 13F filing for Q4 2025, filed 19 Feb 2026.