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
551
$329K 0.02%
637
+65
552
$329K 0.02%
10,208
-1,316
553
$329K 0.02%
675
+38
554
$328K 0.02%
+10,039
555
$327K 0.02%
11,038
+2,098
556
$327K 0.02%
12,293
+117
557
$326K 0.02%
3,802
-424
558
$326K 0.02%
+3,404
559
$325K 0.02%
2,865
-21
560
$325K 0.02%
9,508
+3,964
561
$324K 0.02%
4,605
+45
562
$322K 0.02%
+3,332
563
$322K 0.02%
216
+13
564
$321K 0.02%
1,191
+98
565
$320K 0.02%
1,164
-125
566
$320K 0.02%
590
+43
567
$319K 0.02%
1,064
+220
568
$319K 0.02%
16,727
+3,252
569
$318K 0.02%
2,301
+276
570
$317K 0.02%
15,991
+2,597
571
$316K 0.02%
2,671
-113
572
$314K 0.02%
4,967
+746
573
$314K 0.02%
2,726
+445
574
$311K 0.02%
10,991
-1,147
575
$310K 0.02%
+5,260
21 22
23
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