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
$1.35B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.8M
3
+$10M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.67M

Top Sells

1
+$5.58M
2
+$4M
3
+$3.63M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.19M
5
LIN icon
Linde
LIN
+$2.69M

Sector Composition

1 Technology 13%
2 Financials 12.43%
3 Communication Services 6.33%
4 Healthcare 3.67%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$352K 0.03%
+4,422
527
$349K 0.03%
+4,706
528
$348K 0.03%
10,465
+984
529
$348K 0.03%
7,407
-1,010
530
$348K 0.03%
3,880
+1,090
531
$347K 0.03%
899
+64
532
$346K 0.03%
6,883
+706
533
$345K 0.03%
3,572
+529
534
$345K 0.03%
1,896
-141
535
$344K 0.03%
16,041
+3,996
536
$343K 0.03%
1,746
+187
537
$342K 0.03%
6,217
+1,956
538
$342K 0.03%
24,433
-704
539
$341K 0.03%
47,627
+5,611
540
$341K 0.03%
2,705
+221
541
$340K 0.03%
1,226
+29
542
$340K 0.03%
8,559
+2,264
543
$339K 0.03%
11,552
+754
544
$338K 0.03%
2,120
+101
545
$338K 0.03%
6,927
-1,707
546
$335K 0.02%
+5,717
547
$335K 0.02%
50,693
+5,489
548
$333K 0.02%
8,630
+1,379
549
$331K 0.02%
4,198
+106
550
$330K 0.02%
8,843
-1,653
20 21
22
23 24