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
$3.09B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$13.4M
3
+$13.4M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.2M

Top Sells

1
+$46.4M
2
+$22.3M
3
+$10.4M
4
COIN icon
Coinbase
COIN
+$7.3M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$6.27M

Sector Composition

1 Technology 12.31%
2 Financials 11.92%
3 Communication Services 6.25%
4 Consumer Discretionary 3.99%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WSO icon
501
Watsco Inc
WSO
$16B
$700K 0.02%
1,732
-74
MLM icon
502
Martin Marietta Materials
MLM
$36.8B
$697K 0.02%
1,106
+71
CTVA icon
503
Corteva
CTVA
$51.8B
$696K 0.02%
10,288
+1,301
CART icon
504
Maplebear
CART
$9.17B
$692K 0.02%
18,824
-174
WPC icon
505
W.P. Carey
WPC
$16.3B
$692K 0.02%
10,235
+699
CCL icon
506
Carnival Corp
CCL
$35.7B
$691K 0.02%
23,914
+3,519
EOS
507
Eaton Vance Enhance Equity Income Fund II
EOS
$1.15B
$690K 0.02%
28,852
+1,266
BIDU icon
508
Baidu
BIDU
$40.9B
$690K 0.02%
5,237
+1,478
AMP icon
509
Ameriprise Financial
AMP
$42.4B
$689K 0.02%
1,402
+353
HCA icon
510
HCA Healthcare
HCA
$119B
$688K 0.02%
1,615
+379
ETR icon
511
Entergy
ETR
$47.4B
$686K 0.02%
7,357
+1,417
KR icon
512
Kroger
KR
$46.9B
$685K 0.02%
10,159
+1,516
SNY icon
513
Sanofi
SNY
$108B
$682K 0.02%
14,446
-1,383
ALL icon
514
Allstate
ALL
$55.1B
$680K 0.02%
3,166
+418
TCOM icon
515
Trip.com Group
TCOM
$35.3B
$678K 0.02%
9,022
+950
MAR icon
516
Marriott International
MAR
$85.8B
$677K 0.02%
2,601
+247
TDF
517
Templeton Dragon Fund
TDF
$282M
$677K 0.02%
58,095
+453
PHM icon
518
Pultegroup
PHM
$24.6B
$674K 0.02%
5,099
+935
DUHP icon
519
Dimensional US High Profitability ETF
DUHP
$10.7B
$673K 0.02%
17,817
+9,463
EFX icon
520
Equifax
EFX
$25B
$672K 0.02%
2,619
-180
ENFR icon
521
Alerian Energy Infrastructure ETF
ENFR
$409M
$671K 0.02%
20,716
+1,324
MEDP icon
522
Medpace
MEDP
$13.4B
$670K 0.02%
1,303
+128
LGLV icon
523
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.15B
$668K 0.02%
3,748
-38
IGLD icon
524
FT Vest Gold Strategy Target Income ETF
IGLD
$623M
$667K 0.02%
+27,882
SNPS icon
525
Synopsys
SNPS
$83.8B
$664K 0.02%
1,346
+387
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