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
$3.09B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.6M

Top Sells

1
+$66.1M
2
+$23.3M
3
+$10.6M
4
COIN icon
Coinbase
COIN
+$7.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$6.5M

Sector Composition

1 Technology 12.43%
2 Financials 11.8%
3 Communication Services 6.25%
4 Consumer Discretionary 3.99%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RL icon
626
Ralph Lauren
RL
$21.8B
$529K 0.02%
1,686
+79
AXIA
627
AXIA Energia
AXIA
$21.6B
$527K 0.02%
67,130
+3,805
MLI icon
628
Mueller Industries
MLI
$14.6B
$526K 0.02%
5,205
+493
PAVE icon
629
Global X US Infrastructure Development ETF
PAVE
$10.8B
$526K 0.02%
11,041
-6,014
TOST icon
630
Toast
TOST
$19.3B
$525K 0.02%
14,377
-720
INDA icon
631
iShares MSCI India ETF
INDA
$9.13B
$522K 0.02%
10,020
+85
BMY icon
632
Bristol-Myers Squibb
BMY
$110B
$521K 0.02%
11,561
+3,869
DOCU icon
633
DocuSign
DOCU
$11.2B
$520K 0.02%
7,209
+390
FHLC icon
634
Fidelity MSCI Health Care Index ETF
FHLC
$2.85B
$518K 0.02%
7,742
-127
ESML icon
635
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.21B
$514K 0.02%
11,399
+731
DYNF icon
636
BlackRock US Equity Factor Rotation ETF
DYNF
$31.1B
$513K 0.02%
8,663
-4,425
PAAS icon
637
Pan American Silver
PAAS
$24.7B
$512K 0.02%
+13,214
WDAY icon
638
Workday
WDAY
$48.1B
$511K 0.02%
2,122
+12
EWBC icon
639
East-West Bancorp
EWBC
$15.4B
$509K 0.02%
4,781
+516
CASY icon
640
Casey's General Stores
CASY
$23.7B
$509K 0.02%
900
+127
HDV icon
641
iShares Core High Dividend ETF
HDV
$12.2B
$506K 0.02%
4,134
-284
TRMD icon
642
TORM
TRMD
$2.24B
$503K 0.02%
24,417
-410
EEMV icon
643
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.88B
$503K 0.02%
7,880
+261
HLT icon
644
Hilton Worldwide
HLT
$67.4B
$502K 0.02%
1,934
+243
SUSL icon
645
iShares ESG MSCI USA Leaders ETF
SUSL
$1.02B
$501K 0.02%
+4,278
RMD icon
646
ResMed
RMD
$37B
$501K 0.02%
1,829
+505
WAB icon
647
Wabtec
WAB
$38.9B
$498K 0.02%
2,486
+105
CIEN icon
648
Ciena
CIEN
$34B
$497K 0.02%
3,409
+232
IMTM icon
649
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.68B
$495K 0.02%
+10,336
FFIV icon
650
F5
FFIV
$15.1B
$495K 0.02%
1,531
+180
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