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
$1.35B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.8M
3
+$10M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.67M

Top Sells

1
+$5.58M
2
+$4M
3
+$3.63M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.19M
5
LIN icon
Linde
LIN
+$2.69M

Sector Composition

1 Technology 13%
2 Financials 12.43%
3 Communication Services 6.33%
4 Healthcare 3.67%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$373K 0.03%
7,527
+1,067
502
$373K 0.03%
3,184
+1,112
503
$373K 0.03%
16,128
+1,463
504
$373K 0.03%
8,487
-342
505
$372K 0.03%
6,501
+887
506
$372K 0.03%
+95,590
507
$371K 0.03%
5,411
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508
$371K 0.03%
1,204
-817
509
$370K 0.03%
7,847
+623
510
$370K 0.03%
1,849
+322
511
$368K 0.03%
43,582
+5,144
512
$368K 0.03%
2,489
+947
513
$367K 0.03%
+23,736
514
$367K 0.03%
20,415
515
$366K 0.03%
90,465
+8,975
516
$365K 0.03%
6,639
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517
$364K 0.03%
6,444
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518
$363K 0.03%
+24,988
519
$363K 0.03%
33,515
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520
$362K 0.03%
17,197
+387
521
$359K 0.03%
4,035
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522
$359K 0.03%
7,856
+291
523
$358K 0.03%
5,157
+649
524
$355K 0.03%
20,209
+2,700
525
$354K 0.03%
1,478
+412
19 20
21
22 23