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
$1.98B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.5M
3
+$12.7M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$2.86M
2
+$2.27M
3
+$2.12M
4
NEE icon
NextEra Energy
NEE
+$2.05M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.84M

Sector Composition

1 Technology 12.68%
2 Financials 11.38%
3 Communication Services 6.72%
4 Consumer Discretionary 4.45%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$397K 0.02%
+18,565
577
$396K 0.02%
5,269
+1,366
578
$395K 0.02%
16,786
-240
579
$394K 0.02%
6,366
+301
580
$394K 0.02%
1,400
+216
581
$393K 0.02%
+4,524
582
$393K 0.02%
11,020
+3,547
583
$393K 0.02%
1,384
+64
584
$392K 0.02%
+14,302
585
$392K 0.02%
1,372
+262
586
$392K 0.02%
37,809
-4,989
587
$389K 0.02%
5,491
+42
588
$389K 0.02%
4,815
+653
589
$389K 0.02%
5,949
+1,795
590
$388K 0.02%
10,493
-12,075
591
$386K 0.02%
3,837
+249
592
$384K 0.02%
1,478
593
$382K 0.02%
+5,700
594
$382K 0.02%
3,358
+289
595
$381K 0.02%
6,574
+204
596
$380K 0.02%
5,028
+240
597
$380K 0.02%
50,975
+3,122
598
$379K 0.02%
734
+41
599
$376K 0.02%
5,540
+78
600
$376K 0.02%
+6,665
22 23
24
25 26