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
TEL icon
576
TE Connectivity
TEL
$68.5B
$597K 0.02%
2,721
+365
ZM icon
577
Zoom
ZM
$24.1B
$595K 0.02%
7,215
+301
OR icon
578
OR Royalties Inc
OR
$8.23B
$594K 0.02%
14,816
-2,763
CW icon
579
Curtiss-Wright
CW
$24B
$593K 0.02%
1,092
+11
PUK icon
580
Prudential
PUK
$39.8B
$592K 0.02%
21,167
+2,360
ED icon
581
Consolidated Edison
ED
$37.9B
$591K 0.02%
5,880
+1,473
ACM icon
582
Aecom
ACM
$12.7B
$590K 0.02%
4,524
+1,707
SCHJ icon
583
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$694M
$588K 0.02%
23,570
+709
RGT
584
Royce Global Value Trust
RGT
$88.7M
$587K 0.02%
+45,320
SDY icon
585
State Street SPDR S&P Dividend ETF
SDY
$20.6B
$587K 0.02%
4,190
-16
STT icon
586
State Street
STT
$35B
$586K 0.02%
5,052
+2,068
NUE icon
587
Nucor
NUE
$39.9B
$585K 0.02%
4,321
+171
VOE icon
588
Vanguard Mid-Cap Value ETF
VOE
$20.8B
$585K 0.02%
3,348
+31
FERG icon
589
Ferguson
FERG
$48.7B
$580K 0.02%
2,581
+430
ADM icon
590
Archer Daniels Midland
ADM
$31.7B
$578K 0.02%
9,669
+1,168
EYLD icon
591
Cambria Emerging Shareholder Yield ETF
EYLD
$659M
$576K 0.02%
15,477
-293
VGK icon
592
Vanguard FTSE Europe ETF
VGK
$29.9B
$575K 0.02%
7,206
+2,337
DFJ icon
593
WisdomTree Japan SmallCap Dividend Fund
DFJ
$339M
$575K 0.02%
6,060
-717
TOL icon
594
Toll Brothers
TOL
$13.7B
$574K 0.02%
4,158
+921
YUM icon
595
Yum! Brands
YUM
$42.5B
$572K 0.02%
3,765
+421
O icon
596
Realty Income
O
$56.6B
$569K 0.02%
9,358
+2,511
FXI icon
597
iShares China Large-Cap ETF
FXI
$6.48B
$568K 0.02%
13,809
+548
GWW icon
598
W.W. Grainger
GWW
$49.2B
$567K 0.02%
595
-50
APO icon
599
Apollo Global Management
APO
$80.5B
$567K 0.02%
4,254
+272
BNDI icon
600
NEOS Enhanced Income Aggregate Bond ETF
BNDI
$135M
$566K 0.02%
11,899
-1,441
22 23
24
25 26