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
$1.98B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.5M
3
+$12.7M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$2.86M
2
+$2.27M
3
+$2.12M
4
NEE icon
NextEra Energy
NEE
+$2.05M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.84M

Sector Composition

1 Technology 12.68%
2 Financials 11.38%
3 Communication Services 6.72%
4 Consumer Discretionary 4.45%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$503K 0.03%
16,055
-380
477
$500K 0.03%
16,051
+656
478
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4,278
-812
479
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480
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+4,036
481
$498K 0.03%
4,883
-88
482
$498K 0.03%
2,319
+454
483
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15,351
-15,893
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$495K 0.03%
3,891
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485
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13,441
-8,216
486
$494K 0.03%
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487
$494K 0.02%
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9,321
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489
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15,856
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490
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13,622
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114,888
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495
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100,318
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496
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$482K 0.02%
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498
$481K 0.02%
23,168
+1,307
499
$480K 0.02%
13,156
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500
$479K 0.02%
4,559
+283
18 19
20
21 22