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
$1.98B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.5M
3
+$12.7M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$2.86M
2
+$2.27M
3
+$2.12M
4
NEE icon
NextEra Energy
NEE
+$2.05M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.84M

Sector Composition

1 Technology 12.68%
2 Financials 11.38%
3 Communication Services 6.72%
4 Consumer Discretionary 4.45%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.8M 0.9%
963,163
+187,899
27
$16.4M 0.83%
102,841
+9,987
28
$15.8M 0.8%
694,178
+204,203
29
$14.8M 0.75%
61,791
+6,975
30
$14.4M 0.73%
31,797
+1,449
31
$13M 0.66%
32,114
+7,280
32
$12.8M 0.65%
227,157
+38,921
33
$12.8M 0.64%
186,331
+46,702
34
$12.7M 0.64%
24,767
+5,122
35
$12.2M 0.61%
29,626
+16,308
36
$11.7M 0.59%
50,287
+6,782
37
$11.2M 0.56%
405,599
+103,711
38
$10.4M 0.53%
47,044
+530
39
$10.2M 0.52%
204,136
+55,350
40
$10.1M 0.51%
153,152
+47,282
41
$9.61M 0.49%
56,785
+46,999
42
$9.25M 0.47%
10,099
+666
43
$9.16M 0.46%
393,443
+139,447
44
$8.41M 0.43%
23,193
+871
45
$8.38M 0.42%
91,403
+39,903
46
$8.21M 0.41%
232,644
+78,276
47
$7.96M 0.4%
137,642
+984
48
$7.9M 0.4%
168,089
+51,389
49
$7.87M 0.4%
39,830
+5,731
50
$7.67M 0.39%
133,841
+874
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