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
526
$579K 0.02%
10,468
-1,236
527
$576K 0.02%
57,642
+2,116
528
$574K 0.02%
20,395
-494
529
$573K 0.02%
2,819
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530
$572K 0.02%
8,731
531
$571K 0.02%
4,206
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532
$570K 0.02%
15,770
-242
533
$570K 0.02%
1,506
+475
534
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1,035
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535
$567K 0.02%
22,861
-1,077
536
$567K 0.02%
2,920
-1,735
537
$565K 0.02%
3,982
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538
$564K 0.02%
5,387
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539
$561K 0.02%
5,461
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540
$560K 0.02%
3,250
-3,467
541
$560K 0.02%
1,049
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542
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7,928
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544
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8,300
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545
$555K 0.02%
29,947
-2,365
546
$554K 0.02%
35,542
+2,608
547
$553K 0.02%
1,585
+83
548
$553K 0.02%
2,748
-111
549
$553K 0.02%
9,935
+47
550
$546K 0.02%
7,091
+1,321
20 21
22
23 24