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
$179M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$6.91M
3
+$4.67M
4
JPM icon
JPMorgan Chase
JPM
+$3.76M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.56M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.48%
2 Financials 6.93%
3 Healthcare 6.83%
4 Industrials 5.21%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.8%
+15,341
27
$1.39M 0.78%
+8,731
28
$1.35M 0.75%
+5,407
29
$1.34M 0.75%
+67,677
30
$1.32M 0.74%
+70,081
31
$1.29M 0.72%
+17,532
32
$1.22M 0.68%
+3,954
33
$1.18M 0.66%
+45,515
34
$1.17M 0.65%
+142,524
35
$1.17M 0.65%
+3,037
36
$1.16M 0.65%
+47,538
37
$1.15M 0.64%
+38,225
38
$1.12M 0.63%
+7,431
39
$1.08M 0.6%
+22,483
40
$1.08M 0.6%
+5,400
41
$1.08M 0.6%
+5,094
42
$1.02M 0.57%
+4,893
43
$1.01M 0.57%
+9,243
44
$997K 0.56%
+4,953
45
$987K 0.55%
+51,274
46
$982K 0.55%
+37,296
47
$976K 0.55%
+36,112
48
$973K 0.54%
+19,306
49
$956K 0.53%
+19,452
50
$938K 0.52%
+12,562
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2
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