AFG

Atomi Financial Group Portfolio holdings

AUM $2.64B
1-Year Est. Return 31.3%
This Quarter Est. Return
1 Year Est. Return
+31.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
772
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.3M
3
+$10.9M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.48M

Top Sells

1
+$21.5M
2
+$7.35M
3
+$4.41M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.63M
5
INTC icon
Intel
INTC
+$2.25M

Sector Composition

1 Financials 15.3%
2 Technology 11.78%
3 Communication Services 5.6%
4 Consumer Discretionary 4.03%
5 Healthcare 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$326K 0.03%
587
+37
502
$326K 0.03%
22,785
+1,212
503
$326K 0.03%
1,840
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504
$324K 0.03%
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505
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506
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6,370
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507
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508
$322K 0.03%
+13,112
509
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4,508
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510
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511
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5,614
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512
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513
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1,671
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514
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515
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516
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517
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519
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520
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38,438
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521
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42,016
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522
$313K 0.03%
4,567
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523
$312K 0.03%
2,272
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524
$311K 0.03%
3,973
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525
$310K 0.03%
4,380
+328
19 20
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