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
$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
AGG icon
26
iShares Core US Aggregate Bond ETF
AGG
$133B
$22M 0.83%
222,163
+18,736
GOOGL icon
27
Alphabet (Google) Class A
GOOGL
$3.03T
$21.6M 0.82%
122,743
-83
IYW icon
28
iShares US Technology ETF
IYW
$22.4B
$21.1M 0.8%
121,976
+7,242
JPM icon
29
JPMorgan Chase
JPM
$809B
$19.2M 0.73%
66,390
+3,725
SPY icon
30
SPDR S&P 500 ETF Trust
SPY
$667B
$18.7M 0.71%
30,340
-13,370
QQQ icon
31
Invesco QQQ Trust
QQQ
$388B
$17.7M 0.67%
32,003
+779
SCHF icon
32
Schwab International Equity ETF
SCHF
$52.4B
$15.9M 0.6%
717,846
-95,747
SYLD icon
33
Cambria Shareholder Yield ETF
SYLD
$916M
$15.4M 0.58%
236,710
+18,060
SCHB icon
34
Schwab US Broad Market ETF
SCHB
$37.6B
$15M 0.57%
629,376
+82,895
TSLA icon
35
Tesla
TSLA
$1.47T
$14.7M 0.55%
46,151
+14,746
COWZ icon
36
Pacer US Cash Cows 100 ETF
COWZ
$19.4B
$14.5M 0.55%
263,515
+28,593
NFLX icon
37
Netflix
NFLX
$527B
$14.5M 0.55%
10,826
+2,685
VTEB icon
38
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$14.1M 0.53%
286,687
+39,378
THLV icon
39
THOR Low Volatility ETF
THLV
$49.5M
$12.8M 0.49%
448,135
+18,142
IWF icon
40
iShares Russell 1000 Growth ETF
IWF
$124B
$12.7M 0.48%
29,983
-6,682
IFRA icon
41
iShares US Infrastructure ETF
IFRA
$3.11B
$12.3M 0.46%
249,542
+22,704
AVGO icon
42
Broadcom
AVGO
$1.62T
$12.2M 0.46%
44,329
+5,046
DYFI icon
43
IDX Dynamic Fixed Income ETF
DYFI
$52.7M
$12M 0.45%
517,324
+48,718
PLTR icon
44
Palantir
PLTR
$431B
$11.2M 0.42%
82,255
+42,585
VBR icon
45
Vanguard Small-Cap Value ETF
VBR
$31.5B
$11.2M 0.42%
57,208
-9,724
FTLS icon
46
First Trust Long/Short Equity ETF
FTLS
$2.01B
$11.1M 0.42%
167,359
+1,180
INDS icon
47
Pacer Industrial Real Estate ETF
INDS
$129M
$11M 0.42%
298,516
+5,358
VTI icon
48
Vanguard Total Stock Market ETF
VTI
$549B
$11M 0.42%
36,242
+11,154
COST icon
49
Costco
COST
$415B
$11M 0.42%
11,126
+747
VBK icon
50
Vanguard Small-Cap Growth ETF
VBK
$20.8B
$10.5M 0.4%
37,842
-6,088
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