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
$723M
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$11.7M
3
+$11.5M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.6M

Top Sells

1
+$2.28M
2
+$1.24M
3
+$1.15M
4
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$1.1M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$940K

Sector Composition

1 Financials 17.31%
2 Technology 15.64%
3 Communication Services 5.99%
4 Healthcare 4.42%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$247K 0.03%
+4,747
477
$246K 0.03%
+559
478
$246K 0.03%
+11,288
479
$246K 0.03%
+6,821
480
$245K 0.03%
+725
481
$244K 0.03%
+4,052
482
$244K 0.03%
+31,459
483
$242K 0.03%
+1,731
484
$242K 0.03%
+13,624
485
$242K 0.03%
+2,332
486
$241K 0.03%
+12,395
487
$240K 0.03%
15,424
-4,937
488
$240K 0.03%
+709
489
$240K 0.03%
42,910
-44,264
490
$237K 0.03%
6,508
-1,360
491
$237K 0.03%
+515
492
$237K 0.03%
4,056
+6
493
$236K 0.03%
+5,585
494
$232K 0.03%
+4,000
495
$231K 0.03%
+3,628
496
$231K 0.03%
+2,056
497
$231K 0.03%
+67,155
498
$229K 0.03%
+1,698
499
$228K 0.03%
+1,185
500
$228K 0.03%
4,214
-827
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