AFG

Atomi Financial Group Portfolio holdings

AUM $3.09B
1-Year Est. Return 36.43%
This Quarter Est. Return
1 Year Est. Return
+36.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.9M
3
+$13.8M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.5M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$2.96M
4
GE icon
GE Aerospace
GE
+$2.9M
5
CAT icon
Caterpillar
CAT
+$2.53M

Sector Composition

1 Technology 10.69%
2 Financials 10.41%
3 Communication Services 6.08%
4 Consumer Discretionary 3.92%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.9M 0.95%
964,827
+56,437
27
$20.1M 0.92%
203,427
-14,586
28
$19M 0.87%
122,826
+70
29
$16.1M 0.73%
114,734
+11,893
30
$16.1M 0.73%
813,593
-149,570
31
$15.4M 0.7%
62,665
+874
32
$14.6M 0.67%
31,224
+6,457
33
$13.9M 0.64%
218,650
+32,319
34
$13.2M 0.6%
36,665
+31,954
35
$12.9M 0.59%
234,922
+7,765
36
$12.5M 0.57%
66,932
+51,218
37
$12.3M 0.56%
247,309
+43,173
38
$12M 0.55%
+290,875
39
$11.8M 0.54%
546,481
-147,697
40
$11.6M 0.53%
429,993
+24,394
41
$11.1M 0.5%
43,930
+38,153
42
$10.8M 0.49%
293,158
+60,514
43
$10.8M 0.49%
468,606
+75,163
44
$10.6M 0.49%
166,179
+13,027
45
$10.5M 0.48%
+267,912
46
$10.2M 0.47%
226,838
+90,935
47
$9.82M 0.45%
10,379
+280
48
$9.24M 0.42%
98,495
+7,092
49
$9.04M 0.41%
192,001
+23,912
50
$8.9M 0.41%
97,726
+15,220
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