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

Top Buys

1
+$13.6M
2
+$13.6M
3
+$12.8M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.7M
5
MSFT icon
Microsoft
MSFT
+$10.2M

Top Sells

1
+$2.89M
2
+$2.38M
3
+$2.22M
4
OZ icon
Belpointe PREP
OZ
+$2.12M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.8M

Sector Composition

1 Technology 12.48%
2 Financials 11.58%
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
$499K 0.03%
4,278
-812
479
$499K 0.03%
+16,393
480
$499K 0.03%
+4,036
481
$498K 0.03%
4,883
-88
482
$498K 0.03%
2,319
+454
483
$496K 0.03%
15,351
-15,893
484
$495K 0.03%
3,891
+1,029
485
$494K 0.03%
13,441
-8,216
486
$494K 0.03%
15,031
-2,806
487
$494K 0.02%
1,330
+384
488
$490K 0.02%
9,321
+1,142
489
$489K 0.02%
15,856
-1,286
490
$486K 0.02%
13,622
+158
491
$485K 0.02%
8,956
-920
492
$484K 0.02%
+18,516
493
$484K 0.02%
114,888
+6,890
494
$483K 0.02%
8,407
+2,677
495
$483K 0.02%
100,318
-3,044
496
$482K 0.02%
13,190
-1,615
497
$482K 0.02%
8,940
-710
498
$481K 0.02%
23,168
+1,307
499
$480K 0.02%
13,156
+1,497
500
$479K 0.02%
4,559
+283
18 19
20
21 22