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
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
3 Communication Services 5.98%
4 Consumer Discretionary 3.96%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$517K 0.02%
1,304
-382
577
$517K 0.02%
41,305
-9,010
578
$516K 0.02%
9,124
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579
$515K 0.02%
1,225
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$514K 0.02%
338
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581
$514K 0.02%
22,940
-8,527
582
$513K 0.02%
2,944
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583
$512K 0.02%
6,343
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584
$511K 0.02%
4,963
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585
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5,220
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586
$510K 0.02%
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587
$509K 0.02%
14,392
-3,738
588
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2,273
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589
$508K 0.02%
4,251
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590
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2,110
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593
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5,486
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$502K 0.02%
27,552
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597
$501K 0.02%
1,957
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598
$499K 0.02%
4,438
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599
$498K 0.02%
2,381
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600
$498K 0.02%
45,871
+6,026
22 23
24
25 26