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
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
3 Communication Services 5.98%
4 Consumer Discretionary 3.96%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$496K 0.02%
3,344
+95
602
$494K 0.02%
23,829
+1,057
603
$494K 0.02%
5,940
+254
604
$494K 0.02%
50,834
-21,003
605
$492K 0.02%
959
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606
$490K 0.02%
4,219
607
$488K 0.02%
1,194
+45
608
$487K 0.02%
13,261
+1,915
609
$487K 0.02%
8,566
-10,656
610
$483K 0.02%
5,882
-7
611
$479K 0.02%
5,125
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612
$479K 0.02%
5,039
-924
613
$478K 0.02%
7,619
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614
$478K 0.02%
3,724
+353
615
$478K 0.02%
+9,825
616
$476K 0.02%
11,804
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617
$474K 0.02%
1,236
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618
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8,072
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619
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18,807
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620
$470K 0.02%
9,905
-1,182
621
$469K 0.02%
10,500
-2,053
622
$469K 0.02%
16,258
+567
623
$468K 0.02%
2,151
+765
624
$465K 0.02%
12,531
+1,065
625
$464K 0.02%
+9,355
23 24
25
26 27