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
$1.35B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.8M
3
+$10M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.67M

Top Sells

1
+$5.58M
2
+$4M
3
+$3.63M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.19M
5
LIN icon
Linde
LIN
+$2.69M

Sector Composition

1 Technology 13%
2 Financials 12.43%
3 Communication Services 6.33%
4 Healthcare 3.67%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$310K 0.02%
6,172
-1,465
577
$309K 0.02%
4,125
-48
578
$309K 0.02%
2,893
-210
579
$307K 0.02%
4,471
-809
580
$306K 0.02%
5,164
+339
581
$305K 0.02%
4,108
+513
582
$304K 0.02%
+18,065
583
$304K 0.02%
3,178
-830
584
$303K 0.02%
+4,027
585
$302K 0.02%
3,494
+6
586
$302K 0.02%
+4,562
587
$299K 0.02%
2,855
+569
588
$298K 0.02%
3,595
-913
589
$297K 0.02%
680
-223
590
$296K 0.02%
4,217
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591
$295K 0.02%
3,942
-31
592
$295K 0.02%
10,601
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593
$293K 0.02%
+1,626
594
$293K 0.02%
2,082
+164
595
$293K 0.02%
4,085
+562
596
$293K 0.02%
+6,119
597
$292K 0.02%
33,317
-369
598
$292K 0.02%
10,578
+1,095
599
$291K 0.02%
1,020
+119
600
$288K 0.02%
4,572
+858
22 23
24
25 26