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
$1.08B
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
772
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.3M
3
+$10.9M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.48M

Top Sells

1
+$21.5M
2
+$7.35M
3
+$4.41M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.63M
5
INTC icon
Intel
INTC
+$2.25M

Sector Composition

1 Financials 15.3%
2 Technology 11.78%
3 Communication Services 5.6%
4 Consumer Discretionary 4.03%
5 Healthcare 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.6M 0.7%
56,293
+30,564
27
$6.76M 0.62%
32,159
+28,215
28
$6.57M 0.61%
+263,832
29
$6.45M 0.59%
110,082
+106,698
30
$6.21M 0.57%
106,860
+31,356
31
$6.02M 0.56%
8,216
+5,215
32
$5.88M 0.54%
37,153
+6,385
33
$5.79M 0.53%
+188,672
34
$5.71M 0.53%
55,553
+35,022
35
$5.52M 0.51%
11,477
+6,212
36
$5.48M 0.51%
68,678
-3,949
37
$5.33M 0.49%
40,200
-1,310
38
$5.31M 0.49%
203,448
+185,756
39
$5.26M 0.49%
34,871
+7,507
40
$5.21M 0.48%
136,533
-259
41
$5.12M 0.47%
10,634
+2,939
42
$4.98M 0.46%
182,582
+29,120
43
$4.85M 0.45%
66,172
+39,842
44
$4.78M 0.44%
34,090
+1,615
45
$4.48M 0.41%
17,220
+1,582
46
$4.43M 0.41%
12,871
+3,485
47
$4.38M 0.4%
27,797
+4,599
48
$4.27M 0.39%
84,338
+25,532
49
$4.26M 0.39%
32,561
+26,469
50
$4.23M 0.39%
5,122
-267
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