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
$1.6B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.7M
3
+$13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.83M

Top Sells

1
+$10.6M
2
+$4.67M
3
+$3.12M
4
QCOM icon
Qualcomm
QCOM
+$3.12M
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$3.03M

Sector Composition

1 Technology 11.83%
2 Financials 11.12%
3 Communication Services 6.02%
4 Consumer Discretionary 3.97%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$442K 0.03%
21,861
+1,917
502
$442K 0.03%
1,575
-711
503
$441K 0.03%
8,168
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504
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+3,832
505
$440K 0.03%
1,769
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506
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107,998
+12,408
507
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6,301
+1,137
508
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509
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+1,266
510
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6,415
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511
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9,876
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512
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513
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15,395
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514
$435K 0.03%
101,627
+11,162
515
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1,338
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516
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21,290
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517
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23,240
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518
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49,278
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$427K 0.03%
8,179
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521
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54,266
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522
$426K 0.03%
27,013
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523
$425K 0.03%
12,699
-2,017
524
$425K 0.03%
859
-354
525
$423K 0.03%
9,436
+888
19 20
21
22 23