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
$2.19B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.9M
3
+$13.8M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.5M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$2.96M
4
GE icon
GE Aerospace
GE
+$2.9M
5
CAT icon
Caterpillar
CAT
+$2.53M

Sector Composition

1 Technology 10.69%
2 Financials 10.41%
3 Communication Services 6.08%
4 Consumer Discretionary 3.92%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$423K 0.02%
1,149
+116
602
$422K 0.02%
6,701
-40
603
$419K 0.02%
10,824
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11,926
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605
$419K 0.02%
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606
$418K 0.02%
2,322
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607
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864
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608
$418K 0.02%
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609
$418K 0.02%
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610
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611
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613
$414K 0.02%
6,881
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614
$411K 0.02%
5,584
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615
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616
$411K 0.02%
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28,500
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618
$408K 0.02%
20,889
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3,617
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620
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621
$407K 0.02%
5,423
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622
$407K 0.02%
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623
$406K 0.02%
3,800
624
$404K 0.02%
1,784
+163
625
$403K 0.02%
5,738
+1,040
23 24
25
26 27