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
$1.98B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.5M
3
+$12.7M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$2.86M
2
+$2.27M
3
+$2.12M
4
NEE icon
NextEra Energy
NEE
+$2.05M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.84M

Sector Composition

1 Technology 12.68%
2 Financials 11.38%
3 Communication Services 6.72%
4 Consumer Discretionary 4.45%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$478K 0.02%
27,810
+1,557
502
$478K 0.02%
8,874
+615
503
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505
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506
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8,304
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507
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4,192
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508
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509
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510
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511
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512
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4,213
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3,533
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514
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45,101
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515
$458K 0.02%
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516
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4,124
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$447K 0.02%
41,585
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522
$447K 0.02%
10,571
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523
$444K 0.02%
52,768
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524
$444K 0.02%
938
+330
525
$444K 0.02%
14,558
-1,351
19 20
21
22 23