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
$1.6B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.7M
3
+$13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.83M

Top Sells

1
+$10.6M
2
+$4.67M
3
+$3.12M
4
QCOM icon
Qualcomm
QCOM
+$3.12M
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$3.03M

Sector Composition

1 Technology 11.83%
2 Financials 11.12%
3 Communication Services 6.02%
4 Consumer Discretionary 3.97%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$373K 0.02%
+1,297
577
$372K 0.02%
3,393
+617
578
$372K 0.02%
7,822
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579
$371K 0.02%
1,320
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$371K 0.02%
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581
$370K 0.02%
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$368K 0.02%
1,498
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583
$365K 0.02%
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$364K 0.02%
3,585
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719
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587
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588
$363K 0.02%
9,400
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589
$362K 0.02%
4,077
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590
$361K 0.02%
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591
$361K 0.02%
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4,326
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$359K 0.02%
16,858
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$358K 0.02%
5,496
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597
$358K 0.02%
36,630
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598
$356K 0.02%
1,803
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599
$356K 0.02%
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600
$354K 0.02%
4,468
+32
22 23
24
25 26