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
$1.35B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.8M
3
+$10M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.67M

Top Sells

1
+$5.58M
2
+$4M
3
+$3.63M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.19M
5
LIN icon
Linde
LIN
+$2.69M

Sector Composition

1 Technology 13%
2 Financials 12.43%
3 Communication Services 6.33%
4 Healthcare 3.67%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$387K 0.03%
1,604
-5
477
$386K 0.03%
3,438
+1,070
478
$386K 0.03%
6,381
+887
479
$385K 0.03%
6,653
-104
480
$385K 0.03%
6,793
+351
481
$385K 0.03%
+6,684
482
$384K 0.03%
14,450
+1,272
483
$383K 0.03%
6,749
-675
484
$383K 0.03%
23,057
-2,433
485
$383K 0.03%
+19,221
486
$382K 0.03%
4,276
+734
487
$382K 0.03%
25,633
+2,848
488
$381K 0.03%
713
+126
489
$381K 0.03%
4,970
+67
490
$379K 0.03%
26,996
+1,561
491
$379K 0.03%
9,119
+2,000
492
$379K 0.03%
5,697
+1,955
493
$379K 0.03%
4,876
+309
494
$378K 0.03%
3,512
-182
495
$377K 0.03%
5,285
-408
496
$377K 0.03%
18,734
-918
497
$376K 0.03%
2,720
+45
498
$376K 0.03%
3,570
+1,485
499
$376K 0.03%
25,400
-500
500
$375K 0.03%
2,533
+693
18 19
20
21 22