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
$1.08B
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
772
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.3M
3
+$10.9M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.48M

Top Sells

1
+$21.5M
2
+$7.35M
3
+$4.41M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.63M
5
INTC icon
Intel
INTC
+$2.25M

Sector Composition

1 Financials 15.3%
2 Technology 11.78%
3 Communication Services 5.6%
4 Consumer Discretionary 4.03%
5 Healthcare 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$345K 0.03%
5,494
+2,347
477
$345K 0.03%
18,985
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$344K 0.03%
637
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479
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480
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481
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4,560
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482
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483
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484
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802
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485
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486
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487
$339K 0.03%
224
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488
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489
$337K 0.03%
24,066
-2,513
490
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605
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496
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20,328
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498
$329K 0.03%
9,481
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$328K 0.03%
5,029
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500
$328K 0.03%
+10,742
18 19
20
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