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
AMRC icon
551
Ameresco
AMRC
$1.65B
$627K 0.02%
+18,676
EOG icon
552
EOG Resources
EOG
$57.6B
$625K 0.02%
5,577
+1,326
WDC icon
553
Western Digital
WDC
$76.2B
$624K 0.02%
5,195
+363
MCO icon
554
Moody's
MCO
$92.3B
$624K 0.02%
1,309
+60
INSW icon
555
International Seaways
INSW
$2.78B
$621K 0.02%
+13,479
SPTL icon
556
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.6B
$620K 0.02%
23,007
-7,355
ARCC icon
557
Ares Capital
ARCC
$14.8B
$619K 0.02%
30,330
+657
SYY icon
558
Sysco
SYY
$36.6B
$619K 0.02%
7,514
+1,584
MSTR icon
559
Strategy Inc
MSTR
$46.4B
$618K 0.02%
1,918
-332
TAK icon
560
Takeda Pharmaceutical
TAK
$51B
$617K 0.02%
42,158
-177
PCAR icon
561
PACCAR
PCAR
$62.7B
$616K 0.02%
6,264
+1,225
VST icon
562
Vistra
VST
$53.1B
$614K 0.02%
3,134
-1,862
SYF icon
563
Synchrony
SYF
$27.4B
$612K 0.02%
8,609
+2,487
NTAP icon
564
NetApp
NTAP
$18.6B
$611K 0.02%
5,156
+2,263
EVRG icon
565
Evergy
EVRG
$17.5B
$606K 0.02%
7,974
+1,274
PAYC icon
566
Paycom
PAYC
$8.1B
$603K 0.02%
2,899
+83
DFUS icon
567
Dimensional US Equity ETF
DFUS
$18.2B
$602K 0.02%
8,306
+6
CL icon
568
Colgate-Palmolive
CL
$68.9B
$601K 0.02%
7,519
-323
L icon
569
Loews
L
$21.1B
$599K 0.02%
5,971
+485
HMC icon
570
Honda
HMC
$39.3B
$599K 0.02%
19,450
+3,192
SANM icon
571
Sanmina
SANM
$9.53B
$599K 0.02%
5,200
-20
FSCO
572
FS Credit Opportunities Corp
FSCO
$1.28B
$598K 0.02%
86,607
+5,266
FIX icon
573
Comfort Systems
FIX
$40B
$598K 0.02%
725
+35
BSCQ icon
574
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.26B
$598K 0.02%
30,566
-120
VEU icon
575
Vanguard FTSE All-World ex-US ETF
VEU
$55.8B
$598K 0.02%
8,372
+54
21 22
23
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