AFG

Atomi Financial Group Portfolio holdings

AUM $3.38B
1-Year Est. Return 32.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.12%
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
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
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
501
$628K 0.02%
3,984
+620
502
$627K 0.02%
1,249
+31
503
$625K 0.02%
19,392
+1,127
504
$620K 0.02%
8,643
+112
505
$619K 0.02%
+29,524
506
$617K 0.02%
18,899
-11,950
507
$612K 0.02%
8,222
+1,169
508
$609K 0.02%
5,614
-753
509
$609K 0.02%
5,558
-77
510
$607K 0.02%
22,368
+3,864
511
$604K 0.02%
7,415
+3,640
512
$603K 0.02%
1,229
-84
513
$601K 0.02%
5,771
+490
514
$599K 0.02%
22,212
+1,675
515
$599K 0.02%
30,686
-1,171
516
$596K 0.02%
7,886
+1,185
517
$595K 0.02%
9,536
+1,260
518
$591K 0.02%
81,341
+364
519
$589K 0.02%
28,748
+1,963
520
$586K 0.02%
2,078
-431
521
$585K 0.02%
11,632
+2,339
522
$583K 0.02%
15,537
+2,448
523
$582K 0.02%
1,027
-580
524
$581K 0.02%
6,777
+1,294
525
$579K 0.02%
10,726
+570
19 20
21
22 23