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
$1.35B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.8M
3
+$10M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.67M

Top Sells

1
+$5.58M
2
+$4M
3
+$3.63M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.19M
5
LIN icon
Linde
LIN
+$2.69M

Sector Composition

1 Technology 13%
2 Financials 12.43%
3 Communication Services 6.33%
4 Healthcare 3.67%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.5M 0.78%
51,815
+6,636
27
$10.2M 0.76%
488,799
-7,635
28
$10.2M 0.75%
448,036
+3,449
29
$9.69M 0.72%
+20,234
30
$9.64M 0.71%
19,273
+7,796
31
$9.15M 0.68%
94,080
+38,527
32
$9.07M 0.67%
380,371
+116,539
33
$8.88M 0.66%
162,920
+56,060
34
$8.84M 0.65%
10,403
+2,187
35
$8.83M 0.65%
43,528
+11,369
36
$8.01M 0.59%
49,890
+9,690
37
$7.77M 0.58%
23,321
+1,839
38
$7.09M 0.52%
265,008
+82,426
39
$6.86M 0.51%
100,434
+34,262
40
$6.8M 0.5%
52,924
+20,363
41
$6.24M 0.46%
98,367
+34,828
42
$6.18M 0.46%
57,671
+46,631
43
$6.01M 0.44%
95,955
+31,684
44
$5.98M 0.44%
119,246
+34,908
45
$5.96M 0.44%
116,330
+78,103
46
$5.87M 0.43%
109,658
+65,926
47
$5.86M 0.43%
40,122
+2,969
48
$5.85M 0.43%
74,692
+6,014
49
$5.68M 0.42%
49,383
+13,653
50
$5.51M 0.41%
12,191
+7,797
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