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
$1.6B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.7M
3
+$13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.83M

Top Sells

1
+$10.6M
2
+$4.67M
3
+$3.12M
4
QCOM icon
Qualcomm
QCOM
+$3.12M
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$3.03M

Sector Composition

1 Technology 11.83%
2 Financials 11.12%
3 Communication Services 6.02%
4 Consumer Discretionary 3.97%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$399K 0.03%
6,370
-131
552
$399K 0.02%
6,739
+295
553
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17,451
+4,049
554
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6,236
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555
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556
$394K 0.02%
6,591
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557
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558
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559
$389K 0.02%
4,932
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560
$389K 0.02%
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561
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562
$387K 0.02%
6,245
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563
$387K 0.02%
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564
$386K 0.02%
54,434
-661
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$386K 0.02%
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$386K 0.02%
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567
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5,025
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569
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43,471
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570
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571
$375K 0.02%
1,478
572
$375K 0.02%
40,046
+12,236
573
$374K 0.02%
4,415
-7
574
$374K 0.02%
10,280
-185
575
$373K 0.02%
+693
21 22
23
24 25