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
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.7M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.81M
5
BND icon
Vanguard Total Bond Market
BND
+$7.14M

Top Sells

1
+$11.1M
2
+$8.26M
3
+$7.15M
4
OKLO
Oklo
OKLO
+$5.76M
5
RBLX icon
Roblox
RBLX
+$5.59M

Sector Composition

1 Financials 12.16%
2 Technology 11.72%
3 Communication Services 5.98%
4 Consumer Discretionary 3.96%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VYMI icon
626
Vanguard International High Dividend Yield ETF
VYMI
$12.7B
$463K 0.02%
5,780
+196
ETW
627
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$980M
$463K 0.02%
53,492
EVRG icon
628
Evergy
EVRG
$17.6B
$462K 0.02%
6,700
+142
IGF icon
629
iShares Global Infrastructure ETF
IGF
$8.34B
$460K 0.02%
7,779
+199
PWP icon
630
Perella Weinberg Partners
PWP
$1.22B
$457K 0.02%
23,536
-15
CRS icon
631
Carpenter Technology
CRS
$16.2B
$456K 0.02%
1,649
+170
OR icon
632
OR Royalties Inc
OR
$6.16B
$452K 0.02%
+17,579
QDIV icon
633
Global X S&P 500 Quality Dividend ETF
QDIV
$31.7M
$451K 0.02%
13,324
+1,398
HLT icon
634
Hilton Worldwide
HLT
$62.7B
$450K 0.02%
1,691
+44
KEY icon
635
KeyCorp
KEY
$19.3B
$450K 0.02%
25,836
-18,431
OGN icon
636
Organon & Co
OGN
$1.98B
$450K 0.02%
46,475
-1,908
SYY icon
637
Sysco
SYY
$35.9B
$449K 0.02%
5,930
+507
BST icon
638
BlackRock Science and Technology Trust
BST
$1.4B
$449K 0.02%
11,765
-1,210
ADM icon
639
Archer Daniels Midland
ADM
$28.3B
$449K 0.02%
8,501
+2,576
SSRM icon
640
SSR Mining
SSRM
$4.3B
$446K 0.02%
35,040
+6,244
RIO icon
641
Rio Tinto
RIO
$115B
$445K 0.02%
7,634
-11,979
CHT icon
642
Chunghwa Telecom
CHT
$32.9B
$445K 0.02%
9,551
+1,330
CBOE icon
643
Cboe Global Markets
CBOE
$27.2B
$444K 0.02%
1,904
+120
VXF icon
644
Vanguard Extended Market ETF
VXF
$23.8B
$444K 0.02%
2,304
+409
ED icon
645
Consolidated Edison
ED
$36.4B
$442K 0.02%
4,407
+8
ESML icon
646
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$1.98B
$441K 0.02%
10,668
+629
RL icon
647
Ralph Lauren
RL
$20.2B
$441K 0.02%
1,607
+62
PHM icon
648
Pultegroup
PHM
$23.1B
$439K 0.02%
4,164
+101
EXE
649
Expand Energy Corp
EXE
$28.1B
$439K 0.02%
3,750
+694
QTWO icon
650
Q2 Holdings
QTWO
$4.48B
$438K 0.02%
4,676
+772
24 25
26
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