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
551
$201K 0.03%
+3,082
552
$201K 0.03%
3,384
-2,851
553
$196K 0.03%
+13,254
554
$188K 0.03%
+13,152
555
$183K 0.03%
+10,990
556
$178K 0.02%
16,041
-905
557
$177K 0.02%
+15,544
558
$172K 0.02%
19,550
+285
559
$172K 0.02%
14,964
-804
560
$167K 0.02%
+27,532
561
$164K 0.02%
+58,584
562
$159K 0.02%
12,444
-646
563
$156K 0.02%
21,812
+8,086
564
$154K 0.02%
+11,585
565
$154K 0.02%
13,595
-7,974
566
$153K 0.02%
+12,173
567
$146K 0.02%
+11,547
568
$145K 0.02%
+15,960
569
$144K 0.02%
+10,696
570
$141K 0.02%
13,253
-24
571
$134K 0.02%
+27,800
572
$131K 0.02%
16,154
-6,197
573
$127K 0.02%
13,450
+300
574
$125K 0.02%
32,384
-1,378
575
$119K 0.02%
12,553
-6,168
21 22
23
24 25