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
$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 10.36%
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
EWBC icon
601
East-West Bancorp
EWBC
$14.7B
$607K 0.02%
5,397
+616
AVAV icon
602
AeroVironment
AVAV
$11.3B
$606K 0.02%
2,506
+1,747
SDY icon
603
State Street SPDR S&P Dividend ETF
SDY
$21.4B
$606K 0.02%
4,355
+165
WDAY icon
604
Workday
WDAY
$39B
$605K 0.02%
2,818
+696
EXPE icon
605
Expedia Group
EXPE
$29.6B
$604K 0.02%
2,131
+413
SPBW
606
AllianzIM Buffer20 Allocation ETF
SPBW
$53M
$603K 0.02%
+22,000
VOE icon
607
Vanguard Mid-Cap Value ETF
VOE
$21.4B
$601K 0.02%
3,391
+43
DFUS icon
608
Dimensional US Equity ETF
DFUS
$18.8B
$599K 0.02%
8,081
-225
KR icon
609
Kroger
KR
$46.4B
$597K 0.02%
9,554
-605
ED icon
610
Consolidated Edison
ED
$40.4B
$596K 0.02%
6,000
+120
PYPL icon
611
PayPal
PYPL
$42.5B
$596K 0.02%
10,204
-1,597
PFN
612
PIMCO Income Strategy Fund II
PFN
$659M
$594K 0.02%
79,160
+20,290
TOL icon
613
Toll Brothers
TOL
$13.9B
$591K 0.02%
4,372
+214
IVW icon
614
iShares S&P 500 Growth ETF
IVW
$64.2B
$590K 0.02%
4,783
-5,593
GVA icon
615
Granite Construction
GVA
$5.46B
$588K 0.02%
5,097
-29
HMC icon
616
Honda
HMC
$36.2B
$587K 0.02%
19,909
+459
WAT icon
617
Waters Corp
WAT
$30B
$584K 0.02%
1,538
+47
AES icon
618
AES
AES
$10.1B
$584K 0.02%
40,690
+3,800
IGV icon
619
iShares Expanded Tech-Software Sector ETF
IGV
$9.29B
$583K 0.02%
5,514
-189
BSCQ icon
620
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.16B
$582K 0.02%
29,710
-856
CW icon
621
Curtiss-Wright
CW
$26B
$580K 0.02%
1,051
-41
NTRA icon
622
Natera
NTRA
$29.1B
$578K 0.02%
2,524
+371
BIIB icon
623
Biogen
BIIB
$27.6B
$577K 0.02%
+3,278
VPL icon
624
Vanguard FTSE Pacific ETF
VPL
$9.07B
$576K 0.02%
6,374
+260
DQ
625
Daqo New Energy
DQ
$1.52B
$576K 0.02%
19,518
+3,146
23 24
25
26 27