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

Top Buys

1
+$11M
2
+$10.7M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.81M
5
BND icon
Vanguard Total Bond Market
BND
+$7.14M

Top Sells

1
+$11.1M
2
+$8.26M
3
+$7.15M
4
OKLO
Oklo
OKLO
+$5.76M
5
RBLX icon
Roblox
RBLX
+$5.59M

Sector Composition

1 Financials 12.16%
2 Technology 11.72%
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
TPR icon
476
Tapestry
TPR
$20.6B
$663K 0.03%
7,550
+302
LGLV icon
477
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.08B
$661K 0.03%
3,786
-82
HIG icon
478
Hartford Financial Services
HIG
$37.2B
$659K 0.02%
5,198
+344
TFC icon
479
Truist Financial
TFC
$58B
$658K 0.02%
15,310
+165
PSX icon
480
Phillips 66
PSX
$56.2B
$657K 0.02%
5,504
+23
MAS icon
481
Masco
MAS
$12.8B
$656K 0.02%
10,187
-680
KOF icon
482
Coca-Cola Femsa
KOF
$18.6B
$655K 0.02%
6,767
+1,097
TAK icon
483
Takeda Pharmaceutical
TAK
$45B
$655K 0.02%
42,335
-1,335
NOC icon
484
Northrop Grumman
NOC
$79.6B
$653K 0.02%
1,306
+211
PAYC icon
485
Paycom
PAYC
$9.04B
$652K 0.02%
2,816
+527
ARCC icon
486
Ares Capital
ARCC
$14.5B
$652K 0.02%
29,673
+66
CNQ icon
487
Canadian Natural Resources
CNQ
$67.8B
$649K 0.02%
20,653
+2,865
CBRE icon
488
CBRE Group
CBRE
$45.6B
$648K 0.02%
4,628
+546
GM icon
489
General Motors
GM
$67.1B
$648K 0.02%
13,170
-483
FDX icon
490
FedEx
FDX
$63.1B
$644K 0.02%
2,834
+1,546
MAR icon
491
Marriott International
MAR
$77.1B
$643K 0.02%
2,354
+366
URI icon
492
United Rentals
URI
$53.7B
$643K 0.02%
853
+198
CI icon
493
Cigna
CI
$72.4B
$642K 0.02%
1,943
+197
SHG icon
494
Shinhan Financial Group
SHG
$26.1B
$641K 0.02%
14,195
+2,954
SE icon
495
Sea Limited
SE
$82.9B
$641K 0.02%
4,007
-2,852
BBIO icon
496
BridgeBio Pharma
BBIO
$12.5B
$638K 0.02%
14,786
+420
OHI icon
497
Omega Healthcare
OHI
$12.8B
$637K 0.02%
+17,373
FLEX icon
498
Flex
FLEX
$22B
$636K 0.02%
12,748
+2,197
BNDI icon
499
NEOS Enhanced Income Aggregate Bond ETF
BNDI
$106M
$631K 0.02%
13,340
+1,655
BGRN icon
500
iShares USD Green Bond ETF
BGRN
$427M
$629K 0.02%
13,199
+158
18 19
20
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