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
$3.38B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$26.4M
3
+$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Top Sells

1
+$25M
2
+$12.8M
3
+$9.99M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$9.61M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$8.91M

Sector Composition

1 Technology 15.06%
2 Financials 10.36%
3 Communication Services 6.26%
4 Consumer Discretionary 4.52%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLU icon
476
State Street Utilities Select Sector SPDR ETF
XLU
$23.8B
$820K 0.02%
19,209
+1,109
MSCI icon
477
MSCI
MSCI
$41.8B
$819K 0.02%
1,427
-49
ORLY icon
478
O'Reilly Automotive
ORLY
$79.3B
$816K 0.02%
8,944
+18
EBAY icon
479
eBay
EBAY
$41.5B
$815K 0.02%
9,359
-164
CGXU icon
480
Capital Group International Focus Equity ETF
CGXU
$4.78B
$810K 0.02%
27,418
+508
SNY icon
481
Sanofi
SNY
$108B
$808K 0.02%
16,680
+2,234
URI icon
482
United Rentals
URI
$51B
$808K 0.02%
998
-45
VRT icon
483
Vertiv
VRT
$92.5B
$807K 0.02%
4,983
+796
BAM icon
484
Brookfield Asset Management
BAM
$74.3B
$802K 0.02%
15,316
-953
HYDB icon
485
iShares High Yield Systematic Bond ETF
HYDB
$1.67B
$802K 0.02%
16,939
-202,911
BIV icon
486
Vanguard Intermediate-Term Bond ETF
BIV
$27.9B
$802K 0.02%
10,298
+573
CMCSA icon
487
Comcast
CMCSA
$115B
$799K 0.02%
26,725
-28
TYL icon
488
Tyler Technologies
TYL
$16.1B
$798K 0.02%
1,758
-141
SMH icon
489
VanEck Semiconductor ETF
SMH
$43.4B
$797K 0.02%
2,214
-99
EAGG icon
490
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.56B
$794K 0.02%
16,586
-920
COHR icon
491
Coherent
COHR
$44.2B
$791K 0.02%
4,288
+403
HYS icon
492
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.62B
$791K 0.02%
8,337
+3,876
JEPI icon
493
JPMorgan Equity Premium Income ETF
JEPI
$43.6B
$787K 0.02%
13,756
-1,456
ESGE icon
494
iShares ESG Aware MSCI EM ETF
ESGE
$6.06B
$785K 0.02%
17,780
+8,410
SANM icon
495
Sanmina
SANM
$6.72B
$780K 0.02%
5,199
-1
CIEN icon
496
Ciena
CIEN
$41.6B
$780K 0.02%
3,333
-76
FIX icon
497
Comfort Systems
FIX
$45B
$778K 0.02%
834
+109
LAMR icon
498
Lamar Advertising Co
LAMR
$13.8B
$777K 0.02%
+6,139
AVUS icon
499
Avantis US Equity ETF
AVUS
$10.9B
$775K 0.02%
6,933
-336
PHYS icon
500
Sprott Physical Gold
PHYS
$18.8B
$774K 0.02%
23,450
+12,994
18 19
20
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