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
$723M
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$11.7M
3
+$11.5M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.6M

Top Sells

1
+$2.28M
2
+$1.24M
3
+$1.15M
4
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$1.1M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$940K

Sector Composition

1 Financials 17.31%
2 Technology 15.64%
3 Communication Services 5.99%
4 Healthcare 4.42%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$118K 0.02%
+13,514
577
$117K 0.02%
+10,256
578
$111K 0.02%
11,152
-1,120
579
$110K 0.02%
59,837
+33,852
580
$106K 0.01%
+44,359
581
$106K 0.01%
12,482
-2,998
582
$104K 0.01%
+12,019
583
$101K 0.01%
13,072
-671
584
$94.4K 0.01%
+13,473
585
$92.5K 0.01%
11,482
586
$92.1K 0.01%
+12,704
587
$88.6K 0.01%
+1,621
588
$87.5K 0.01%
+14,230
589
$84.9K 0.01%
16,614
-1,860
590
$81.8K 0.01%
6,065
-1,238
591
$76.8K 0.01%
+43,061
592
$74.6K 0.01%
+12,454
593
$73.8K 0.01%
+18,777
594
$71K 0.01%
+11,677
595
$67.3K 0.01%
16,425
-8,875
596
$63.7K 0.01%
+16,325
597
$61.1K 0.01%
4,079
598
$60.3K 0.01%
+10,716
599
$59.7K 0.01%
+12,231
600
$57.3K 0.01%
+20,564
22 23
24
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