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
$3.38B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$26.4M
3
+$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Top Sells

1
+$25M
2
+$12.8M
3
+$9.99M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$9.61M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$8.91M

Sector Composition

1 Technology 15.06%
2 Financials 10.36%
3 Communication Services 6.26%
4 Consumer Discretionary 4.52%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DDIV icon
501
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF
DDIV
$63.2M
$766K 0.02%
18,437
+599
EOG icon
502
EOG Resources
EOG
$70.5B
$765K 0.02%
7,283
+1,706
IWX icon
503
iShares Russell Top 200 Value ETF
IWX
$3.49B
$762K 0.02%
+8,293
SCI icon
504
Service Corp International
SCI
$11.4B
$762K 0.02%
9,767
-224
NUE icon
505
Nucor
NUE
$38.4B
$761K 0.02%
4,668
+347
JLS icon
506
Nuveen Mortgage and Income Fund
JLS
$99.5M
$759K 0.02%
41,705
+28,863
HLT icon
507
Hilton Worldwide
HLT
$68.5B
$757K 0.02%
2,637
+703
ROE icon
508
Astoria US Quality Kings ETF
ROE
$213M
$757K 0.02%
21,460
-2,200
DLR icon
509
Digital Realty Trust
DLR
$60.5B
$757K 0.02%
4,891
+1,686
AZO icon
510
AutoZone
AZO
$60.3B
$756K 0.02%
223
-3
SPBO icon
511
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.84B
$755K 0.02%
25,722
+3,978
PCAR icon
512
PACCAR
PCAR
$63.3B
$754K 0.02%
6,889
+625
CHY
513
Calamos Convertible and High Income Fund
CHY
$924M
$754K 0.02%
66,687
+37,552
CCL icon
514
Carnival Corp
CCL
$35.7B
$754K 0.02%
24,680
+766
TTWO icon
515
Take-Two Interactive
TTWO
$39.2B
$750K 0.02%
2,930
-257
PHM icon
516
Pultegroup
PHM
$24.6B
$750K 0.02%
6,395
+1,296
FOXA icon
517
Fox Class A
FOXA
$25.4B
$749K 0.02%
10,252
+126
IRM icon
518
Iron Mountain
IRM
$31.1B
$748K 0.02%
9,018
+4,950
EMGF icon
519
iShares Emerging Markets Equity Factor ETF
EMGF
$1.55B
$747K 0.02%
12,914
IMCG icon
520
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.18B
$746K 0.02%
9,339
-15
MEDP icon
521
Medpace
MEDP
$13.4B
$744K 0.02%
1,324
+21
INFY icon
522
Infosys
INFY
$58.4B
$740K 0.02%
41,531
+13,663
PUK icon
523
Prudential
PUK
$36.3B
$739K 0.02%
23,748
+2,581
CHRW icon
524
C.H. Robinson
CHRW
$21.3B
$738K 0.02%
4,593
+427
VEU icon
525
Vanguard FTSE All-World ex-US ETF
VEU
$57.3B
$738K 0.02%
10,030
+1,658
19 20
21
22 23