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

Top Buys

1
+$11M
2
+$10.7M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.81M
5
BND icon
Vanguard Total Bond Market
BND
+$7.14M

Top Sells

1
+$11.1M
2
+$8.26M
3
+$7.15M
4
OKLO
Oklo
OKLO
+$5.76M
5
RBLX icon
Roblox
RBLX
+$5.59M

Sector Composition

1 Financials 12.16%
2 Technology 11.72%
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
YUM icon
601
Yum! Brands
YUM
$41.6B
$496K 0.02%
3,344
+95
FSK icon
602
FS KKR Capital
FSK
$4.36B
$494K 0.02%
23,829
+1,057
ETR icon
603
Entergy
ETR
$42.2B
$494K 0.02%
5,940
+254
VALE icon
604
Vale
VALE
$52.8B
$494K 0.02%
50,834
-21,003
SNPS icon
605
Synopsys
SNPS
$73.2B
$492K 0.02%
959
+213
DSI icon
606
iShares MSCI KLD 400 Social ETF
DSI
$4.99B
$490K 0.02%
4,219
CHTR icon
607
Charter Communications
CHTR
$26.5B
$488K 0.02%
1,194
+45
FXI icon
608
iShares China Large-Cap ETF
FXI
$6.95B
$487K 0.02%
13,261
+1,915
JEPI icon
609
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
$487K 0.02%
8,566
-10,656
VPL icon
610
Vanguard FTSE Pacific ETF
VPL
$8.19B
$483K 0.02%
5,882
-7
GVA icon
611
Granite Construction
GVA
$4.49B
$479K 0.02%
5,125
+351
PCAR icon
612
PACCAR
PCAR
$50.7B
$479K 0.02%
5,039
-924
EEMV icon
613
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.76B
$478K 0.02%
7,619
+132
VRT icon
614
Vertiv
VRT
$62.6B
$478K 0.02%
3,724
+353
JPIB icon
615
JPMorgan International Bond Opportunities ETF
JPIB
$1.18B
$478K 0.02%
+9,825
NI icon
616
NiSource
NI
$20.3B
$476K 0.02%
11,804
+866
HCA icon
617
HCA Healthcare
HCA
$108B
$474K 0.02%
1,236
+311
TCOM icon
618
Trip.com Group
TCOM
$48.7B
$473K 0.02%
8,072
+938
PUK icon
619
Prudential
PUK
$36.4B
$471K 0.02%
18,807
+4,064
EPI icon
620
WisdomTree India Earnings Fund ETF
EPI
$2.93B
$470K 0.02%
9,905
-1,182
YUMC icon
621
Yum China
YUMC
$16.7B
$469K 0.02%
10,500
-2,053
HMC icon
622
Honda
HMC
$38.6B
$469K 0.02%
16,258
+567
FERG icon
623
Ferguson
FERG
$48.8B
$468K 0.02%
2,151
+765
WTRG icon
624
Essential Utilities
WTRG
$11.3B
$465K 0.02%
12,531
+1,065
JMUB icon
625
JPMorgan Municipal ETF
JMUB
$3.77B
$464K 0.02%
+9,355
23 24
25
26 27