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
$1.35B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.8M
3
+$10M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.67M

Top Sells

1
+$5.58M
2
+$4M
3
+$3.63M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.19M
5
LIN icon
Linde
LIN
+$2.69M

Sector Composition

1 Technology 13%
2 Financials 12.43%
3 Communication Services 6.33%
4 Healthcare 3.67%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$288K 0.02%
570
-35
602
$284K 0.02%
+4,726
603
$284K 0.02%
439
+91
604
$283K 0.02%
21,846
+1,641
605
$280K 0.02%
+5,983
606
$279K 0.02%
+4,427
607
$279K 0.02%
1,528
-143
608
$279K 0.02%
4,451
+955
609
$279K 0.02%
6,093
+1,360
610
$276K 0.02%
5,212
-142
611
$276K 0.02%
+3,401
612
$276K 0.02%
1,263
+124
613
$276K 0.02%
5,476
-14
614
$275K 0.02%
4,566
-101
615
$275K 0.02%
+4,436
616
$273K 0.02%
92
+5
617
$272K 0.02%
6,307
+682
618
$272K 0.02%
5,186
-1,042
619
$271K 0.02%
+9,496
620
$271K 0.02%
7,155
+1,697
621
$271K 0.02%
+2,776
622
$269K 0.02%
3,524
-1,395
623
$269K 0.02%
5,399
+821
624
$268K 0.02%
50,093
+6,216
625
$268K 0.02%
+6,563
23 24
25
26 27