AFG

Atomi Financial Group Portfolio holdings

AUM $3.38B
1-Year Est. Return 32.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.38B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$26.4M
3
+$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Top Sells

1
+$25M
2
+$12.8M
3
+$9.99M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$9.61M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$8.91M

Sector Composition

1 Technology 15.06%
2 Financials 10.36%
3 Communication Services 6.26%
4 Consumer Discretionary 4.52%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FREL icon
576
Fidelity MSCI Real Estate Index ETF
FREL
$1.38B
$649K 0.02%
+24,138
JD icon
577
JD.com
JD
$38.4B
$649K 0.02%
22,612
+567
IGM icon
578
iShares Expanded Tech Sector ETF
IGM
$8.11B
$646K 0.02%
5,005
GPC icon
579
Genuine Parts
GPC
$15.9B
$646K 0.02%
5,254
+2,723
BRO icon
580
Brown & Brown
BRO
$25B
$646K 0.02%
8,101
-2,429
RL icon
581
Ralph Lauren
RL
$20.5B
$645K 0.02%
1,825
+139
NBXG
582
Neuberger Next Generation Connectivity Fund Inc
NBXG
$1.03B
$641K 0.02%
44,386
+2,230
VSGX icon
583
Vanguard ESG International Stock ETF
VSGX
$5.81B
$641K 0.02%
8,947
-338
RIVN icon
584
Rivian
RIVN
$19.1B
$636K 0.02%
32,284
+5,620
UTG icon
585
Reaves Utility Income Fund
UTG
$3.64B
$634K 0.02%
17,343
+822
YUMC icon
586
Yum China
YUMC
$18.3B
$634K 0.02%
13,277
+2,775
WCN icon
587
Waste Connections
WCN
$43.5B
$632K 0.02%
3,605
-761
NI icon
588
NiSource
NI
$22.2B
$628K 0.02%
15,045
+535
SLQD icon
589
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.36B
$627K 0.02%
12,365
+4
NTAP icon
590
NetApp
NTAP
$19.9B
$626K 0.02%
5,842
+686
NLY icon
591
Annaly Capital Management
NLY
$16.1B
$624K 0.02%
27,926
+9,882
LVS icon
592
Las Vegas Sands
LVS
$36B
$623K 0.02%
9,566
+2,406
YUM icon
593
Yum! Brands
YUM
$44.2B
$623K 0.02%
4,115
+350
DGX icon
594
Quest Diagnostics
DGX
$21.9B
$622K 0.02%
3,582
+2,254
EWX icon
595
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$711M
$621K 0.02%
9,461
-187
DFAE icon
596
Dimensional Emerging Core Equity Market ETF
DFAE
$8.03B
$620K 0.02%
19,044
+8,415
USFD icon
597
US Foods
USFD
$19.9B
$616K 0.02%
8,176
+993
EVRG icon
598
Evergy
EVRG
$19.2B
$614K 0.02%
8,472
+498
OEF icon
599
iShares S&P 100 ETF
OEF
$28.2B
$613K 0.02%
1,788
-135
UGP icon
600
Ultrapar
UGP
$5.33B
$608K 0.02%
161,337
+142,251
22 23
24
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