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
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.7M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.81M
5
BND icon
Vanguard Total Bond Market
BND
+$7.14M

Top Sells

1
+$11.1M
2
+$8.26M
3
+$7.15M
4
OKLO
Oklo
OKLO
+$5.76M
5
RBLX icon
Roblox
RBLX
+$5.59M

Sector Composition

1 Financials 12.16%
2 Technology 11.72%
3 Communication Services 5.98%
4 Consumer Discretionary 3.96%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWN icon
501
iShares Russell 2000 Value ETF
IWN
$11.8B
$628K 0.02%
3,984
+620
MCO icon
502
Moody's
MCO
$87.6B
$627K 0.02%
1,249
+31
ENFR icon
503
Alerian Energy Infrastructure ETF
ENFR
$303M
$625K 0.02%
19,392
+1,127
KR icon
504
Kroger
KR
$43.7B
$620K 0.02%
8,643
+112
FBDC
505
FT Confluence BDC & Specialty Finance Income ETF
FBDC
$40.6M
$619K 0.02%
+29,524
JD icon
506
JD.com
JD
$43.5B
$617K 0.02%
18,899
-11,950
EBAY icon
507
eBay
EBAY
$38.2B
$612K 0.02%
8,222
+1,169
XLC icon
508
The Communication Services Select Sector SPDR Fund
XLC
$26.8B
$609K 0.02%
5,614
-753
IGV icon
509
iShares Expanded Tech-Software Sector ETF
IGV
$9.56B
$609K 0.02%
5,558
-77
CGXU icon
510
Capital Group International Focus Equity ETF
CGXU
$4.2B
$607K 0.02%
22,368
+3,864
FIS icon
511
Fidelity National Information Services
FIS
$34.3B
$604K 0.02%
7,415
+3,640
RACE icon
512
Ferrari
RACE
$74.2B
$603K 0.02%
1,229
-84
WEC icon
513
WEC Energy
WEC
$36.3B
$601K 0.02%
5,771
+490
GLAD icon
514
Gladstone Capital
GLAD
$434M
$599K 0.02%
22,212
+1,675
BSCQ icon
515
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.23B
$599K 0.02%
30,686
-1,171
CIBR icon
516
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.9B
$596K 0.02%
7,886
+1,185
WPC icon
517
W.P. Carey
WPC
$14.8B
$595K 0.02%
9,536
+1,260
FSCO
518
FS Credit Opportunities Corp
FSCO
$1.28B
$591K 0.02%
81,341
+364
FFA
519
First Trust Enhanced Equity Income Fund
FFA
$430M
$589K 0.02%
28,748
+1,963
APD icon
520
Air Products & Chemicals
APD
$58.5B
$586K 0.02%
2,078
-431
USFR icon
521
WisdomTree Floating Rate Treasury Fund
USFR
$18.3B
$585K 0.02%
11,632
+2,339
USHY icon
522
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
$583K 0.02%
15,537
+2,448
ROP icon
523
Roper Technologies
ROP
$48.2B
$582K 0.02%
1,027
-580
DFJ icon
524
WisdomTree Japan SmallCap Dividend Fund
DFJ
$312M
$581K 0.02%
6,777
+1,294
OUSA icon
525
ALPS O'Shares US Quality Dividend ETF
OUSA
$824M
$579K 0.02%
10,726
+570
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