AFG

Atomi Financial Group Portfolio holdings

AUM $2.64B
1-Year Est. Return 31.3%
This Quarter Est. Return
1 Year Est. Return
+31.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$723M
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$11.7M
3
+$11.5M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.6M

Top Sells

1
+$2.28M
2
+$1.24M
3
+$1.15M
4
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$1.1M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$940K

Sector Composition

1 Financials 17.31%
2 Technology 15.64%
3 Communication Services 5.99%
4 Healthcare 4.42%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$214K 0.03%
+1,663
527
$212K 0.03%
32,412
+5,566
528
$212K 0.03%
+3,260
529
$212K 0.03%
21,594
+8,009
530
$212K 0.03%
+1,740
531
$212K 0.03%
+1,743
532
$212K 0.03%
+411
533
$211K 0.03%
+2,048
534
$210K 0.03%
+2,872
535
$210K 0.03%
+1,618
536
$210K 0.03%
+2,328
537
$210K 0.03%
10,130
-207
538
$209K 0.03%
+8,529
539
$208K 0.03%
+24,104
540
$208K 0.03%
+1,233
541
$207K 0.03%
45,452
-1,290
542
$206K 0.03%
+4,174
543
$205K 0.03%
+22,708
544
$204K 0.03%
+1,403
545
$202K 0.03%
+5,399
546
$202K 0.03%
+6,636
547
$202K 0.03%
+1,585
548
$202K 0.03%
+18,609
549
$201K 0.03%
+1,414
550
$201K 0.03%
8,699
-604
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