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
$299M
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.99M
3
+$2.9M
4
NVDA icon
NVIDIA
NVDA
+$2.48M
5
GE icon
GE Aerospace
GE
+$2.4M

Top Sells

1
+$1.26M
2
+$1.23M
3
+$832K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$804K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$797K

Sector Composition

1 Technology 18.4%
2 Financials 6.12%
3 Healthcare 5.1%
4 Industrials 4.43%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 0.8%
18,768
+6,380
27
$2.37M 0.79%
23,010
+1,901
28
$2.34M 0.78%
22,337
+9,445
29
$2.32M 0.77%
42,592
+16,283
30
$2.24M 0.75%
25,943
+11,644
31
$2.23M 0.75%
5,638
+5,053
32
$2.21M 0.74%
24,028
+20,983
33
$2.2M 0.74%
15,698
-206
34
$2.06M 0.69%
77,112
+31,565
35
$1.95M 0.65%
71,163
+2,434
36
$1.93M 0.65%
7,097
+1,448
37
$1.91M 0.64%
21,562
+10,392
38
$1.89M 0.63%
3,756
-318
39
$1.85M 0.62%
25,594
+15,942
40
$1.83M 0.61%
62,831
+27,705
41
$1.74M 0.58%
34,139
+3,623
42
$1.73M 0.58%
6,913
+1,791
43
$1.72M 0.58%
25,013
+15,324
44
$1.72M 0.57%
56,505
45
$1.72M 0.57%
17,162
+181
46
$1.71M 0.57%
21,177
-3,779
47
$1.64M 0.55%
18,139
+6,053
48
$1.62M 0.54%
32,561
+3,400
49
$1.62M 0.54%
33,192
+16,891
50
$1.56M 0.52%
16,563
+8,788
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