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
$1.6B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.7M
3
+$13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.83M

Top Sells

1
+$10.6M
2
+$4.67M
3
+$3.12M
4
QCOM icon
Qualcomm
QCOM
+$3.12M
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$3.03M

Sector Composition

1 Technology 11.83%
2 Financials 11.12%
3 Communication Services 6.02%
4 Consumer Discretionary 3.97%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.4M 0.84%
283,932
-60,280
27
$11.6M 0.72%
54,816
+3,001
28
$10.9M 0.68%
188,236
+25,316
29
$10.9M 0.68%
489,975
+1,176
30
$10.5M 0.66%
448,297
+261
31
$10.3M 0.64%
46,514
+2,986
32
$10.1M 0.63%
139,629
+39,195
33
$9.59M 0.6%
19,645
-589
34
$8.74M 0.55%
301,888
+36,880
35
$8.73M 0.55%
22,322
-999
36
$8.36M 0.52%
9,433
-970
37
$8.19M 0.51%
132,967
+23,309
38
$7.61M 0.48%
148,786
+29,540
39
$7.5M 0.47%
43,505
-6,385
40
$7.2M 0.45%
44,410
+4,288
41
$6.74M 0.42%
125,501
+39,706
42
$6.72M 0.42%
59,520
+1,849
43
$6.72M 0.42%
105,870
+9,915
44
$6.68M 0.42%
154,368
+19,464
45
$6.64M 0.42%
56,662
+7,279
46
$6.5M 0.41%
24,834
+962
47
$6.26M 0.39%
118,961
+2,631
48
$6.08M 0.38%
253,996
-126,375
49
$6.05M 0.38%
136,658
+380
50
$6.03M 0.38%
72,132
-2,560
1
2
3 4 5