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
$3.38B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1 +$41.2M
2 +$26.4M
3 +$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Sector Composition

1 Technology 15.06%
2 Financials 10.36%
3 Communication Services 6.26%
4 Consumer Discretionary 4.52%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PBR icon
626
Petrobras
PBR
$118B
$574K 0.02%
48,415
-1,652
AXIA
627
AXIA Energia
AXIA
$25.2B
$570K 0.02%
62,260
-4,870
ARCC icon
628
Ares Capital
ARCC
$13.3B
$570K 0.02%
28,176
-2,154
ADM icon
629
Archer Daniels Midland
ADM
$32.3B
$569K 0.02%
9,905
+236
TDG icon
630
TransDigm Group
TDG
$71.7B
$569K 0.02%
428
+86
SETM icon
631
Sprott Energy Transition Materials ETF
SETM
$524M
$565K 0.02%
+19,516
U icon
632
Unity
U
$8.74B
$564K 0.02%
12,764
+3,354
HMY icon
633
Harmony Gold Mining
HMY
$11.5B
$563K 0.02%
28,314
+1,641
PDI icon
634
PIMCO Dynamic Income Fund
PDI
$7.35B
$561K 0.02%
31,703
+4,318
BDX icon
635
Becton Dickinson
BDX
$46.7B
$560K 0.02%
2,887
+1,217
CSGP icon
636
CoStar Group
CSGP
$20.3B
$559K 0.02%
8,314
-2,569
SCHH icon
637
Schwab US REIT ETF
SCHH
$9.46B
$554K 0.02%
26,522
-602,350
SPTL icon
638
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11.1B
$553K 0.02%
20,897
-2,110
IWY icon
639
iShares Russell Top 200 Growth ETF
IWY
$15.3B
$553K 0.02%
1,997
+773
IMCB icon
640
iShares Morningstar Mid-Cap ETF
IMCB
$1.45B
$549K 0.02%
6,637
LNG icon
641
Cheniere Energy
LNG
$55.1B
$549K 0.02%
2,824
-1,039
UAL icon
642
United Airlines
UAL
$29.1B
$548K 0.02%
4,905
+437
IX icon
643
ORIX
IX
$32.7B
$548K 0.02%
18,756
+1,867
NXPI icon
644
NXP Semiconductors
NXPI
$50.7B
$547K 0.02%
2,522
-641
O icon
645
Realty Income
O
$60.2B
$546K 0.02%
9,682
+324
OC icon
646
Owens Corning
OC
$8.36B
$546K 0.02%
4,876
-421
SPHD icon
647
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.32B
$544K 0.02%
11,327
+144
DSI icon
648
iShares MSCI KLD 400 Social ETF
DSI
$4.79B
$543K 0.02%
4,218
EXAS icon
649
Exact Sciences
EXAS
$19.8B
$542K 0.02%
+5,339
STX icon
650
Seagate
STX
$80.7B
$540K 0.02%
1,962
+408