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
$3.38B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$26.4M
3
+$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Top Sells

1
+$25M
2
+$12.8M
3
+$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

1 Technology 15.06%
2 Financials 10.36%
3 Communication Services 6.26%
4 Consumer Discretionary 4.52%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVEM icon
26
Avantis Emerging Markets Equity ETF
AVEM
$20.1B
$28.4M 0.84%
369,300
+113,121
AGG icon
27
iShares Core US Aggregate Bond ETF
AGG
$140B
$27.1M 0.8%
271,627
+2,524
VTI icon
28
Vanguard Total Stock Market ETF
VTI
$578B
$27M 0.8%
80,576
+1,772
IUSB icon
29
iShares Core Universal USD Bond ETF
IUSB
$35.8B
$26.7M 0.79%
573,997
+53,413
IYW icon
30
iShares US Technology ETF
IYW
$19.6B
$26.7M 0.79%
133,646
-1,375
JPM icon
31
JPMorgan Chase
JPM
$792B
$25.7M 0.76%
79,859
+8,749
VTV icon
32
Vanguard Value ETF
VTV
$167B
$24.4M 0.72%
127,779
-7,421
TSLA icon
33
Tesla
TSLA
$1.52T
$22.8M 0.67%
50,757
+9,073
SYLD icon
34
Cambria Shareholder Yield ETF
SYLD
$921M
$19.3M 0.57%
277,809
+13,825
IEFA icon
35
iShares Core MSCI EAFE ETF
IEFA
$172B
$18.7M 0.55%
209,568
+3,526
VTEB icon
36
Vanguard Tax-Exempt Bond Index Fund
VTEB
$43.5B
$18.5M 0.55%
367,123
+33,931
IFRA icon
37
iShares US Infrastructure ETF
IFRA
$3.77B
$17.8M 0.53%
337,560
+29,497
COWZ icon
38
Pacer US Cash Cows 100 ETF
COWZ
$18.7B
$17.5M 0.52%
290,230
+10,649
QQQ icon
39
Invesco QQQ Trust
QQQ
$399B
$17.4M 0.51%
28,243
-3,951
SCHB icon
40
Schwab US Broad Market ETF
SCHB
$38.4B
$17.3M 0.51%
657,681
+19,540
SCHF icon
41
Schwab International Equity ETF
SCHF
$58.8B
$17.2M 0.51%
713,934
+8,852
SPY icon
42
State Street SPDR S&P 500 ETF Trust
SPY
$690B
$17.1M 0.51%
25,110
-3,880
THLV icon
43
THOR Low Volatility ETF
THLV
$56.3M
$15.9M 0.47%
533,528
+30,338
CSRE
44
Cohen & Steers Real Estate Active ETF
CSRE
$260M
$15.3M 0.45%
+601,549
PLTR icon
45
Palantir
PLTR
$365B
$15.2M 0.45%
85,317
+1,425
DMBS icon
46
DoubleLine Mortgage ETF
DMBS
$701M
$13.6M 0.4%
272,928
+255,512
TSM icon
47
TSMC
TSM
$1.84T
$13.2M 0.39%
43,507
+4,500
IGIB icon
48
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18B
$12.3M 0.36%
228,037
+737
JNJ icon
49
Johnson & Johnson
JNJ
$577B
$12.3M 0.36%
59,221
+6,616
VO icon
50
Vanguard Mid-Cap ETF
VO
$94.5B
$12.2M 0.36%
42,035
+4,809
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