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
$1.98B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.5M
3
+$12.7M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$2.86M
2
+$2.27M
3
+$2.12M
4
NEE icon
NextEra Energy
NEE
+$2.05M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.84M

Sector Composition

1 Technology 12.68%
2 Financials 11.38%
3 Communication Services 6.72%
4 Consumer Discretionary 4.45%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$363K 0.02%
7,143
+1,501
627
$363K 0.02%
1,272
+141
628
$363K 0.02%
10,455
+175
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1,399
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$361K 0.02%
1,307
-283
631
$360K 0.02%
3,524
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632
$357K 0.02%
864
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633
$356K 0.02%
1,879
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634
$356K 0.02%
+4,156
635
$354K 0.02%
+1,066
636
$354K 0.02%
1,033
+181
637
$354K 0.02%
17,903
-12,775
638
$353K 0.02%
13,466
-22,375
639
$352K 0.02%
17,379
-72
640
$352K 0.02%
+16,114
641
$351K 0.02%
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642
$351K 0.02%
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643
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+7,222
644
$348K 0.02%
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645
$347K 0.02%
10,685
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646
$346K 0.02%
+1,363
647
$345K 0.02%
5,774
-3,124
648
$345K 0.02%
5,408
+168
649
$344K 0.02%
+1,331
650
$343K 0.02%
13,564
-2,619
24 25
26
27 28