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
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
3 Communication Services 5.98%
4 Consumer Discretionary 3.96%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$663K 0.03%
7,550
+302
477
$661K 0.03%
3,786
-82
478
$659K 0.02%
5,198
+344
479
$658K 0.02%
15,310
+165
480
$657K 0.02%
5,504
+23
481
$656K 0.02%
10,187
-680
482
$655K 0.02%
6,767
+1,097
483
$655K 0.02%
42,335
-1,335
484
$653K 0.02%
1,306
+211
485
$652K 0.02%
2,816
+527
486
$652K 0.02%
29,673
+66
487
$649K 0.02%
20,653
+2,865
488
$648K 0.02%
4,628
+546
489
$648K 0.02%
13,170
-483
490
$644K 0.02%
2,834
+1,546
491
$643K 0.02%
2,354
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492
$643K 0.02%
853
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493
$642K 0.02%
1,943
+197
494
$641K 0.02%
14,195
+2,954
495
$641K 0.02%
4,007
-2,852
496
$638K 0.02%
14,786
+420
497
$637K 0.02%
+17,373
498
$636K 0.02%
12,748
+2,197
499
$631K 0.02%
13,340
+1,655
500
$629K 0.02%
13,199
+158
18 19
20
21 22