AFG

Atomi Financial Group Portfolio holdings

AUM $3.09B
1-Year Est. Return 36.43%
This Quarter Est. Return
1 Year Est. Return
+36.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.9M
3
+$13.8M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.5M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$2.96M
4
GE icon
GE Aerospace
GE
+$2.9M
5
CAT icon
Caterpillar
CAT
+$2.53M

Sector Composition

1 Technology 10.69%
2 Financials 10.41%
3 Communication Services 6.08%
4 Consumer Discretionary 3.92%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$575K 0.03%
1,746
+439
477
$571K 0.03%
80,977
+11,828
478
$570K 0.03%
4,200
-49
479
$570K 0.03%
132,443
+17,555
480
$567K 0.03%
1,218
+280
481
$564K 0.03%
1,686
+111
482
$564K 0.03%
20,537
+2,620
483
$562K 0.03%
6,018
+1,862
484
$562K 0.03%
10,346
-948
485
$562K 0.03%
11,183
486
$562K 0.03%
1,313
-580
487
$560K 0.03%
1,095
+122
488
$557K 0.03%
14,994
+4,036
489
$555K 0.03%
11,704
+639
490
$554K 0.03%
6,000
491
$554K 0.03%
1,502
+172
492
$553K 0.03%
27,937
+107
493
$553K 0.03%
4,310
-374
494
$552K 0.03%
10,591
+4,014
495
$551K 0.03%
34,070
+4,662
496
$551K 0.03%
9,410
+89
497
$550K 0.03%
11,685
-5,547
498
$548K 0.03%
17,788
+1,932
499
$545K 0.02%
11,853
+3,049
500
$541K 0.02%
+13,318
18 19
20
21 22