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
$2.19B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.9M
3
+$13.8M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.5M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$2.96M
4
GE icon
GE Aerospace
GE
+$2.9M
5
CAT icon
Caterpillar
CAT
+$2.53M

Sector Composition

1 Technology 10.69%
2 Financials 10.41%
3 Communication Services 6.08%
4 Consumer Discretionary 3.92%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$403K 0.02%
5,287
+972
627
$401K 0.02%
+4,969
628
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1,391
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39,845
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$397K 0.02%
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$397K 0.02%
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638
$393K 0.02%
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639
$391K 0.02%
14,205
-6,726
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$391K 0.02%
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$390K 0.02%
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$390K 0.02%
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$389K 0.02%
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$389K 0.02%
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$388K 0.02%
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648
$388K 0.02%
9,597
-8,220
649
$386K 0.02%
5,070
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650
$386K 0.02%
10,039
+2,235
24 25
26
27 28