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
$3.09B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.6M

Top Sells

1
+$66.1M
2
+$23.3M
3
+$10.6M
4
COIN icon
Coinbase
COIN
+$7.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$6.5M

Sector Composition

1 Technology 12.43%
2 Financials 11.8%
3 Communication Services 6.25%
4 Consumer Discretionary 3.99%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
26
Vanguard Total Stock Market ETF
VTI
$582B
$25.9M 0.84%
78,804
+42,562
VTV icon
27
Vanguard Value ETF
VTV
$164B
$25.2M 0.82%
135,200
+4,202
IUSB icon
28
iShares Core Universal USD Bond ETF
IUSB
$34.8B
$24.3M 0.79%
520,584
-5,576
JPM icon
29
JPMorgan Chase
JPM
$842B
$22.4M 0.73%
71,110
+4,720
QQQ icon
30
Invesco QQQ Trust
QQQ
$409B
$19.3M 0.62%
32,194
+191
SPY icon
31
SPDR S&P 500 ETF Trust
SPY
$719B
$19.3M 0.62%
28,990
-1,350
AVEM icon
32
Avantis Emerging Markets Equity ETF
AVEM
$17.3B
$19.2M 0.62%
256,179
+239,166
TSLA icon
33
Tesla
TSLA
$1.46T
$18.5M 0.6%
41,684
-4,467
SYLD icon
34
Cambria Shareholder Yield ETF
SYLD
$888M
$18.1M 0.59%
263,984
+27,274
IEFA icon
35
iShares Core MSCI EAFE ETF
IEFA
$170B
$18M 0.58%
206,042
+120,131
AVGO icon
36
Broadcom
AVGO
$1.67T
$17.4M 0.56%
52,699
+8,370
VTEB icon
37
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.8B
$16.7M 0.54%
333,192
+46,505
SCHF icon
38
Schwab International Equity ETF
SCHF
$57.8B
$16.4M 0.53%
705,082
-12,764
SCHB icon
39
Schwab US Broad Market ETF
SCHB
$38.9B
$16.4M 0.53%
638,141
+8,765
IFRA icon
40
iShares US Infrastructure ETF
IFRA
$3.49B
$16.3M 0.53%
308,063
+58,521
BINC icon
41
BlackRock Flexible Income ETF
BINC
$15.7B
$16.1M 0.52%
302,765
+248,065
COWZ icon
42
Pacer US Cash Cows 100 ETF
COWZ
$18.4B
$16.1M 0.52%
279,581
+16,066
PLTR icon
43
Palantir
PLTR
$407B
$15.3M 0.49%
83,892
+1,637
THLV icon
44
THOR Low Volatility ETF
THLV
$47.7M
$15.1M 0.49%
503,190
+55,055
IWF icon
45
iShares Russell 1000 Growth ETF
IWF
$122B
$13.9M 0.45%
29,698
-285
SCHH icon
46
Schwab US REIT ETF
SCHH
$9.22B
$13.6M 0.44%
+628,872
NFLX icon
47
Netflix
NFLX
$373B
$13.2M 0.43%
110,340
+2,080
DYFI icon
48
IDX Dynamic Fixed Income ETF
DYFI
$60.5M
$12.5M 0.4%
537,034
+19,710
VBR icon
49
Vanguard Small-Cap Value ETF
VBR
$34.2B
$12.3M 0.4%
59,019
+1,811
IGIB icon
50
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.5B
$12.3M 0.4%
227,300
+43,031
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