AFG

Atomi Financial Group Portfolio holdings

AUM $3.09B
1-Year Est. Return 36.43%
This Quarter Est. Return
1 Year Est. Return
+36.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.9M
3
+$13.8M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.5M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$2.96M
4
GE icon
GE Aerospace
GE
+$2.9M
5
CAT icon
Caterpillar
CAT
+$2.53M

Sector Composition

1 Technology 10.69%
2 Financials 10.41%
3 Communication Services 6.08%
4 Consumer Discretionary 3.92%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$541K 0.02%
+10,335
502
$540K 0.02%
10,156
+1,542
503
$539K 0.02%
7,552
-2,705
504
$539K 0.02%
+55,526
505
$538K 0.02%
389
+153
506
$537K 0.02%
7,865
-1,092
507
$537K 0.02%
6,679
-12,540
508
$536K 0.02%
1,709
-22
509
$534K 0.02%
4,082
+549
510
$530K 0.02%
10,347
+536
511
$529K 0.02%
8,135
+2,123
512
$527K 0.02%
8,692
+285
513
$527K 0.02%
+11,912
514
$525K 0.02%
32,934
+5,124
515
$524K 0.02%
12,534
+1,711
516
$524K 0.02%
101,489
+1,171
517
$523K 0.02%
8,778
-123
518
$522K 0.02%
8,276
+2,313
519
$520K 0.02%
4,293
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520
$518K 0.02%
5,670
+2,065
521
$517K 0.02%
26,785
+4,129
522
$517K 0.02%
1,625
-28
523
$515K 0.02%
8,731
+3,679
524
$513K 0.02%
6,394
-244
525
$513K 0.02%
1,178
+521
19 20
21
22 23