AFG

Atomi Financial Group Portfolio holdings

AUM $3.38B
1-Year Est. Return 32.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
3 Communication Services 5.98%
4 Consumer Discretionary 3.96%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22M 0.83%
222,163
+18,736
27
$21.6M 0.82%
122,743
-83
28
$21.1M 0.8%
121,976
+7,242
29
$19.2M 0.73%
66,390
+3,725
30
$18.7M 0.71%
30,340
-13,370
31
$17.7M 0.67%
32,003
+779
32
$15.9M 0.6%
717,846
-95,747
33
$15.4M 0.58%
236,710
+18,060
34
$15M 0.57%
629,376
+82,895
35
$14.7M 0.55%
46,151
+14,746
36
$14.5M 0.55%
263,515
+28,593
37
$14.5M 0.55%
108,260
+26,850
38
$14.1M 0.53%
286,687
+39,378
39
$12.8M 0.49%
448,135
+18,142
40
$12.7M 0.48%
29,983
-6,682
41
$12.3M 0.46%
249,542
+22,704
42
$12.2M 0.46%
44,329
+5,046
43
$12M 0.45%
517,324
+48,718
44
$11.2M 0.42%
82,255
+42,585
45
$11.2M 0.42%
57,208
-9,724
46
$11.1M 0.42%
167,359
+1,180
47
$11M 0.42%
298,516
+5,358
48
$11M 0.42%
36,242
+11,154
49
$11M 0.42%
11,126
+747
50
$10.5M 0.4%
37,842
-6,088
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