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

Top Buys

1
+$18M
2
+$14M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.6M

Top Sells

1
+$66.1M
2
+$23.3M
3
+$10.6M
4
COIN icon
Coinbase
COIN
+$7.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$6.5M

Sector Composition

1 Technology 12.43%
2 Financials 11.8%
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
WEC icon
526
WEC Energy
WEC
$35.5B
$664K 0.02%
5,797
+26
VGSH icon
527
Vanguard Short-Term Treasury ETF
VGSH
$25.9B
$664K 0.02%
11,285
-535
USHY icon
528
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.6B
$662K 0.02%
17,525
+1,988
PNR icon
529
Pentair
PNR
$17.1B
$659K 0.02%
5,951
+490
IGV icon
530
iShares Expanded Tech-Software Sector ETF
IGV
$6.69B
$656K 0.02%
5,703
+145
UTG icon
531
Reaves Utility Income Fund
UTG
$3.37B
$655K 0.02%
+16,521
EWX icon
532
SPDR S&P Emerging Markets Small Cap ETF
EWX
$758M
$649K 0.02%
9,648
-1,188
RACE icon
533
Ferrari
RACE
$59.7B
$649K 0.02%
1,337
+108
NBXG
534
Neuberger Next Generation Connectivity Fund Inc
NBXG
$1.12B
$648K 0.02%
+42,156
SPBO icon
535
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.8B
$644K 0.02%
21,744
-4,594
SU icon
536
Suncor Energy
SU
$59.3B
$644K 0.02%
15,406
+990
VSGX icon
537
Vanguard ESG International Stock ETF
VSGX
$5.8B
$644K 0.02%
9,285
+554
FFA
538
First Trust Enhanced Equity Income Fund
FFA
$432M
$644K 0.02%
29,924
+1,176
ZS icon
539
Zscaler
ZS
$32.9B
$643K 0.02%
2,147
-9
OEF icon
540
iShares S&P 100 ETF
OEF
$28.7B
$640K 0.02%
1,923
+1,127
FOXA icon
541
Fox Class A
FOXA
$31.9B
$639K 0.02%
10,126
+561
EQH icon
542
Equitable Holdings
EQH
$13.1B
$635K 0.02%
12,511
+204
F icon
543
Ford
F
$52.9B
$635K 0.02%
53,099
+7,228
PBR icon
544
Petrobras
PBR
$82.7B
$634K 0.02%
50,067
+8,762
MSI icon
545
Motorola Solutions
MSI
$65.1B
$633K 0.02%
1,384
+159
VRT icon
546
Vertiv
VRT
$67B
$632K 0.02%
4,187
+463
OUSA icon
547
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$811M
$631K 0.02%
11,161
+435
IGM icon
548
iShares Expanded Tech Sector ETF
IGM
$8.73B
$630K 0.02%
5,005
+567
SLQD icon
549
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.35B
$628K 0.02%
12,361
-4,095
NI icon
550
NiSource
NI
$20.5B
$628K 0.02%
14,510
+2,706
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