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
$3.09B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.6M

Top Sells

1
+$66.1M
2
+$23.3M
3
+$10.6M
4
COIN icon
Coinbase
COIN
+$7.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$6.5M

Sector Composition

1 Technology 12.43%
2 Financials 11.8%
3 Communication Services 6.25%
4 Consumer Discretionary 3.99%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LIF
476
Life360
LIF
$4.24B
$770K 0.02%
+7,245
FLEX icon
477
Flex
FLEX
$23.8B
$768K 0.02%
13,244
+496
WCN icon
478
Waste Connections
WCN
$42.1B
$768K 0.02%
4,366
-446
GLW icon
479
Corning
GLW
$79.4B
$763K 0.02%
9,298
+1,104
BIV icon
480
Vanguard Intermediate-Term Bond ETF
BIV
$27.1B
$759K 0.02%
9,725
+6,155
OHI icon
481
Omega Healthcare
OHI
$13.3B
$759K 0.02%
17,987
+614
SGOV icon
482
iShares 0-3 Month Treasury Bond ETF
SGOV
$70.6B
$759K 0.02%
7,535
-559
IDXX icon
483
Idexx Laboratories
IDXX
$54.8B
$758K 0.02%
1,186
+528
SMH icon
484
VanEck Semiconductor ETF
SMH
$41.8B
$755K 0.02%
2,313
-296
OKE icon
485
Oneok
OKE
$46.6B
$752K 0.02%
10,303
-1,408
ACN icon
486
Accenture
ACN
$168B
$751K 0.02%
3,045
-871
OC icon
487
Owens Corning
OC
$9.94B
$749K 0.02%
5,297
-21
PICK icon
488
iShares MSCI Global Metals & Mining Producers ETF
PICK
$1.6B
$746K 0.02%
+16,770
EMGF icon
489
iShares Emerging Markets Equity Factor ETF
EMGF
$1.42B
$731K 0.02%
12,914
-817
MRSH
490
Marsh
MRSH
$88.7B
$728K 0.02%
3,610
+410
NXPI icon
491
NXP Semiconductors
NXPI
$58.1B
$720K 0.02%
3,163
+726
APD icon
492
Air Products & Chemicals
APD
$57.5B
$720K 0.02%
2,639
+561
PWR icon
493
Quanta Services
PWR
$69.1B
$718K 0.02%
1,732
+226
SRE icon
494
Sempra
SRE
$57.7B
$718K 0.02%
7,975
+1,241
DDIV icon
495
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF
DDIV
$67.5M
$717K 0.02%
17,838
-13,117
TWLO icon
496
Twilio
TWLO
$18.2B
$715K 0.02%
7,145
+37
IWN icon
497
iShares Russell 2000 Value ETF
IWN
$12.7B
$705K 0.02%
3,985
+1
MDLZ icon
498
Mondelez International
MDLZ
$74.8B
$702K 0.02%
11,244
-223
BSJT icon
499
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$421M
$702K 0.02%
32,527
+555
D icon
500
Dominion Energy
D
$52.2B
$701K 0.02%
11,465
+2,341
18 19
20
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