AFG
Atomi Financial Group Portfolio holdings
AUM $2.19B
AUM
$2.19B
AUM Growth
+$213M (+11%)
Cap. Flow
+$313M
Cap. Flow % of AUM
14.29%
Top 10 Holdings %Top 10 Hldgs %
22.4%
Holding
1,116
New
152
Increased
629
Reduced
230
Closed
93
Top Buys
| 1 | $16.8M | |
| 2 | $15.9M | |
| 3 | $13.8M | |
| 4 | $12M | |
| 5 | $11.5M |
Top Sells
| 1 | $3.18M | |
| 2 | $3.14M | |
| 3 | $2.96M | |
| 4 | $2.9M | |
| 5 | $2.53M |
Sector Composition
| 1 | Technology | 10.73% |
| 2 | Financials | 10.41% |
| 3 | Communication Services | 6.08% |
| 4 | Consumer Discretionary | 3.88% |
| 5 | Healthcare | 3.28% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $403K | 0.02% | 5,287 +972 | +23% | +$74K | |||
| $401K | 0.02% | 4,969 | New | +$401K | |||
| $401K | 0.02% | 1,391 +326 | +31% | +$94K | |||
| $400K | 0.02% | 1,654 | New | +$400K | |||
| $400K | 0.02% | 2,277 +291 | +15% | +$51.1K | |||
| $400K | 0.02% | 39,845 +20,415 | +105% | +$205K | |||
| $399K | 0.02% | 4,559 +722 | +19% | +$63.2K | |||
| $399K | 0.02% | 5,085 +369 | +8% | +$28.9K | |||
| $397K | 0.02% | 31,497 +7,845 | +33% | +$98.9K | |||
| $397K | 0.02% | 2,222 +64 | +3% | +$11.4K | |||
| $395K | 0.02% | 15,632 +1,890 | +14% | +$47.8K | |||
| $394K | 0.02% | 4,310 | New | +$394K | |||
| $393K | 0.02% | 9,722 +461 | +5% | +$18.6K | |||
| $391K | 0.02% | 14,205 -6,726 | -32% | -$185K | |||
| $391K | 0.02% | 1,599 +236 | +17% | +$57.7K | |||
| $390K | 0.02% | 2,286 -178 | -7% | -$30.4K | |||
| $390K | 0.02% | 51,779 +804 | +2% | +$6.06K | |||
| $390K | 0.02% | 15,481 +4,186 | +37% | +$105K | |||
| $390K | 0.02% | 16,243 +4,513 | +38% | +$108K | |||
| $389K | 0.02% | 23,603 +4,312 | +22% | +$71.1K | |||
| $389K | 0.02% | 1,568 +308 | +24% | +$76.4K | |||
| $388K | 0.02% | 6,035 +2,343 | +63% | +$151K | |||
| $388K | 0.02% | 9,597 -8,220 | -46% | -$333K | |||
| $386K | 0.02% | 5,070 +42 | +0.8% | +$3.2K | |||
| $386K | 0.02% | 10,039 +2,235 | +29% | +$85.8K |
