AFG

Atomi Financial Group Portfolio holdings

AUM $2.64B
1-Year Est. Return 31.3%
This Quarter Est. Return
1 Year Est. Return
+31.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.7M
3
+$13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.83M

Top Sells

1
+$10.6M
2
+$4.67M
3
+$3.12M
4
QCOM icon
Qualcomm
QCOM
+$3.12M
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$3.03M

Sector Composition

1 Technology 11.83%
2 Financials 11.12%
3 Communication Services 6.02%
4 Consumer Discretionary 3.97%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$330K 0.02%
7,962
+1,559
627
$330K 0.02%
+11,659
628
$329K 0.02%
+7,317
629
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630
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4,788
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$327K 0.02%
9,783
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11,372
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$326K 0.02%
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635
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637
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638
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1,184
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639
$323K 0.02%
16,097
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640
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13,880
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615
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2,879
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1,650
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646
$315K 0.02%
+3,903
647
$314K 0.02%
37,275
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648
$313K 0.02%
16,449
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649
$313K 0.02%
18,061
+2,336
650
$312K 0.02%
664
+41
24 25
26
27 28