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
$1.35B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$10.8M
3
+$9.37M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.1M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$8.62M

Top Sells

1
+$5.55M
2
+$3.97M
3
+$3.61M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.18M
5
LIN icon
Linde
LIN
+$2.7M

Sector Composition

1 Technology 12.85%
2 Financials 12.59%
3 Communication Services 6.33%
4 Healthcare 3.67%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$267K 0.02%
35,458
+5,545
627
$266K 0.02%
1,567
-31
628
$266K 0.02%
623
+152
629
$266K 0.02%
3,168
+283
630
$264K 0.02%
5,561
+992
631
$264K 0.02%
+5,567
632
$263K 0.02%
2,013
-9
633
$263K 0.02%
1,062
+90
634
$263K 0.02%
+13,402
635
$262K 0.02%
1,011
+200
636
$262K 0.02%
1,552
+114
637
$261K 0.02%
55,809
+9,110
638
$261K 0.02%
+1,596
639
$260K 0.02%
+1,920
640
$260K 0.02%
4,423
+2
641
$260K 0.02%
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642
$260K 0.02%
12,274
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643
$260K 0.02%
9,396
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644
$258K 0.02%
16,673
645
$256K 0.02%
12,804
-25
646
$256K 0.02%
1,066
+65
647
$255K 0.02%
992
+103
648
$254K 0.02%
28,642
+12,180
649
$254K 0.02%
1,127
+16
650
$253K 0.02%
23,230
-1,951
24 25
26
27 28