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
$723M
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$11.7M
3
+$11.5M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.6M

Top Sells

1
+$2.28M
2
+$1.24M
3
+$1.15M
4
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$1.1M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$940K

Sector Composition

1 Financials 17.31%
2 Technology 15.64%
3 Communication Services 5.99%
4 Healthcare 4.42%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.63M 0.64%
41,510
+11,000
27
$4.52M 0.63%
17,359
-2
28
$4.41M 0.61%
19,905
+854
29
$4.34M 0.6%
+5,389
30
$4.01M 0.56%
79,828
+70,720
31
$3.93M 0.54%
75,504
+9,666
32
$3.9M 0.54%
153,462
+29,263
33
$3.82M 0.53%
27,364
+17,932
34
$3.72M 0.51%
37,435
+20,872
35
$3.71M 0.51%
15,638
+12,232
36
$3.64M 0.5%
14,637
+7,724
37
$3.46M 0.48%
23,198
+8,327
38
$3.42M 0.47%
11,583
+881
39
$3.35M 0.46%
66,209
+49,435
40
$3.31M 0.46%
32,475
+5,291
41
$3.28M 0.45%
7,695
+2,057
42
$3.2M 0.44%
66,534
-5,288
43
$3.18M 0.44%
32,818
+6,875
44
$3.18M 0.44%
30,142
+4,068
45
$3.16M 0.44%
25,729
+3,392
46
$3.1M 0.43%
18,926
+3,228
47
$3.05M 0.42%
860
+83
48
$3.01M 0.42%
7,331
+875
49
$3M 0.42%
89,207
+18,044
50
$3M 0.42%
+58,806
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