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
$1.6B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.7M
3
+$13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.83M

Top Sells

1
+$10.6M
2
+$4.67M
3
+$3.12M
4
QCOM icon
Qualcomm
QCOM
+$3.12M
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$3.03M

Sector Composition

1 Technology 11.83%
2 Financials 11.12%
3 Communication Services 6.02%
4 Consumer Discretionary 3.97%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$354K 0.02%
4,510
+402
602
$353K 0.02%
3,908
+740
603
$352K 0.02%
7,517
-339
604
$351K 0.02%
3,588
+457
605
$350K 0.02%
10,608
-320,039
606
$349K 0.02%
4,162
+135
607
$347K 0.02%
2,806
-59
608
$345K 0.02%
1,279
+237
609
$343K 0.02%
12,076
-217
610
$343K 0.02%
1,591
+63
611
$342K 0.02%
2,405
+104
612
$341K 0.02%
+946
613
$340K 0.02%
673
-2
614
$340K 0.02%
6,651
-138
615
$340K 0.02%
25,301
-17,463
616
$338K 0.02%
28,924
-7,035
617
$337K 0.02%
5,449
+75
618
$335K 0.02%
+7,923
619
$335K 0.02%
1,865
+492
620
$334K 0.02%
+2,815
621
$333K 0.02%
9,478
-730
622
$332K 0.02%
1,827
+414
623
$332K 0.02%
+8,342
624
$331K 0.02%
6,075
-44
625
$330K 0.02%
124,188
+34,370
23 24
25
26 27