AFG

Atomi Financial Group Portfolio holdings

AUM $3.24B
1-Year Est. Return 33.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.38B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$26.4M
3
+$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Top Sells

1
+$25M
2
+$12.8M
3
+$9.99M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$9.61M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$8.91M

Sector Composition

1 Technology 15.06%
2 Financials 10.48%
3 Communication Services 6.26%
4 Consumer Discretionary 4.52%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FREL icon
576
Fidelity MSCI Real Estate Index ETF
FREL
$1.44B
$649K 0.02%
+24,138
JD icon
577
JD.com
JD
$39.4B
$649K 0.02%
22,612
+567
IGM icon
578
iShares Expanded Tech Sector ETF
IGM
$11.1B
$646K 0.02%
5,005
GPC icon
579
Genuine Parts
GPC
$13.6B
$646K 0.02%
5,254
+2,723
BRO icon
580
Brown & Brown
BRO
$19.4B
$646K 0.02%
8,101
-2,429
RL icon
581
Ralph Lauren
RL
$21.8B
$645K 0.02%
1,825
+139
NBXG
582
Neuberger Next Generation Connectivity Fund Inc
NBXG
$1.31B
$641K 0.02%
44,386
+2,230
VSGX icon
583
Vanguard ESG International Stock ETF
VSGX
$6.68B
$641K 0.02%
8,947
-338
RIVN icon
584
Rivian
RIVN
$24.3B
$636K 0.02%
32,284
+5,620
UTG icon
585
Reaves Utility Income Fund
UTG
$3.82B
$634K 0.02%
17,343
+822
YUMC icon
586
Yum China
YUMC
$15B
$634K 0.02%
13,277
+2,775
WCN
587
Waste Connections
WCN
$39.1B
$632K 0.02%
3,605
-761
NI icon
588
NiSource
NI
$22B
$628K 0.02%
15,045
+535
SLQD icon
589
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.34B
$627K 0.02%
12,365
+4
NTAP icon
590
NetApp
NTAP
$35.3B
$626K 0.02%
5,842
+686
NLY icon
591
Annaly Capital Management
NLY
$15.6B
$624K 0.02%
27,926
+9,882
LVS icon
592
Las Vegas Sands
LVS
$33.6B
$623K 0.02%
9,566
+2,406
YUM icon
593
Yum! Brands
YUM
$40.8B
$623K 0.02%
4,115
+350
DGX icon
594
Quest Diagnostics
DGX
$21.7B
$622K 0.02%
3,582
+2,254
EWX icon
595
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$743M
$621K 0.02%
9,461
-187
DFAE icon
596
Dimensional Emerging Core Equity Market ETF
DFAE
$9.68B
$620K 0.02%
19,044
+8,415
USFD icon
597
US Foods
USFD
$18.1B
$616K 0.02%
8,176
+993
EVRG icon
598
Evergy
EVRG
$18.9B
$614K 0.02%
8,472
+498
OEF icon
599
iShares S&P 100 ETF
OEF
$20.6B
$613K 0.02%
1,788
-135
UGP icon
600
Ultrapar
UGP
$5.25B
$608K 0.02%
161,337
+142,251
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