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
$1.98B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.5M
3
+$12.7M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$2.86M
2
+$2.27M
3
+$2.12M
4
NEE icon
NextEra Energy
NEE
+$2.05M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.84M

Sector Composition

1 Technology 12.68%
2 Financials 11.38%
3 Communication Services 6.72%
4 Consumer Discretionary 4.45%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$418K 0.02%
4,769
+301
552
$418K 0.02%
1,727
+229
553
$418K 0.02%
5,374
+1,438
554
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4,429
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555
$416K 0.02%
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556
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4,659
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557
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27,210
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558
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559
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3,635
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560
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561
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562
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563
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40,614
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564
$408K 0.02%
6,665
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565
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+3,030
566
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$402K 0.02%
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24,920
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572
$400K 0.02%
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573
$400K 0.02%
3,029
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574
$400K 0.02%
10,413
+630
575
$398K 0.02%
20,381
+3,523
21 22
23
24 25