AFG

Atomi Financial Group Portfolio holdings

AUM $3.09B
1-Year Est. Return 36.43%
This Quarter Est. Return
1 Year Est. Return
+36.43%
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
+$11M
2
+$10.7M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.81M
5
BND icon
Vanguard Total Bond Market
BND
+$7.14M

Top Sells

1
+$11.1M
2
+$8.26M
3
+$7.15M
4
OKLO
Oklo
OKLO
+$5.76M
5
RBLX icon
Roblox
RBLX
+$5.59M

Sector Composition

1 Financials 12.16%
2 Technology 11.72%
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
VOOG icon
576
Vanguard S&P 500 Growth ETF
VOOG
$20.4B
$517K 0.02%
1,304
-382
PBR icon
577
Petrobras
PBR
$84B
$517K 0.02%
41,305
-9,010
D icon
578
Dominion Energy
D
$52B
$516K 0.02%
9,124
+89
MSI icon
579
Motorola Solutions
MSI
$63.9B
$515K 0.02%
1,225
+137
TDG icon
580
TransDigm Group
TDG
$74.6B
$514K 0.02%
338
-51
INTC icon
581
Intel
INTC
$171B
$514K 0.02%
22,940
-8,527
DLR icon
582
Digital Realty Trust
DLR
$54.3B
$513K 0.02%
2,944
+736
UNM icon
583
Unum
UNM
$12.9B
$512K 0.02%
6,343
+594
FMX icon
584
Fomento Económico Mexicano
FMX
$32.5B
$511K 0.02%
4,963
+576
SANM icon
585
Sanmina
SANM
$8.41B
$511K 0.02%
5,220
+150
SRE icon
586
Sempra
SRE
$60.2B
$510K 0.02%
6,734
-818
VFLO icon
587
VictoryShares Free Cash Flow ETF
VFLO
$6.39B
$509K 0.02%
14,392
-3,738
SNOW icon
588
Snowflake
SNOW
$87B
$509K 0.02%
2,273
+57
EOG icon
589
EOG Resources
EOG
$59.3B
$508K 0.02%
4,251
-59
RSG icon
590
Republic Services
RSG
$63.8B
$508K 0.02%
2,059
+405
WDAY icon
591
Workday
WDAY
$59.7B
$506K 0.02%
2,110
+247
SPYD icon
592
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.22B
$506K 0.02%
11,912
EWJ icon
593
iShares MSCI Japan ETF
EWJ
$16.1B
$504K 0.02%
6,725
-509
FHLC icon
594
Fidelity MSCI Health Care Index ETF
FHLC
$2.73B
$503K 0.02%
7,869
+4
L icon
595
Loews
L
$21.6B
$503K 0.02%
5,486
+635
SOFI icon
596
SoFi Technologies
SOFI
$34.2B
$502K 0.02%
27,552
+1,888
NSC icon
597
Norfolk Southern
NSC
$63.6B
$501K 0.02%
1,957
+971
IGM icon
598
iShares Expanded Tech Sector ETF
IGM
$9.55B
$499K 0.02%
4,438
+693
WAB icon
599
Wabtec
WAB
$34.9B
$498K 0.02%
2,381
+584
F icon
600
Ford
F
$52.9B
$498K 0.02%
45,871
+6,026
22 23
24
25 26