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

Top Buys

1
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
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
626
$463K 0.02%
5,780
+196
627
$463K 0.02%
53,492
628
$462K 0.02%
6,700
+142
629
$460K 0.02%
7,779
+199
630
$457K 0.02%
23,536
-15
631
$456K 0.02%
1,649
+170
632
$452K 0.02%
+17,579
633
$451K 0.02%
13,324
+1,398
634
$450K 0.02%
1,691
+44
635
$450K 0.02%
25,836
-18,431
636
$450K 0.02%
46,475
-1,908
637
$449K 0.02%
5,930
+507
638
$449K 0.02%
11,765
-1,210
639
$449K 0.02%
8,501
+2,576
640
$446K 0.02%
35,040
+6,244
641
$445K 0.02%
7,634
-11,979
642
$445K 0.02%
9,551
+1,330
643
$444K 0.02%
1,904
+120
644
$444K 0.02%
2,304
+409
645
$442K 0.02%
4,407
+8
646
$441K 0.02%
10,668
+629
647
$441K 0.02%
1,607
+62
648
$439K 0.02%
4,164
+101
649
$439K 0.02%
3,750
+694
650
$438K 0.02%
4,676
+772
24 25
26
27 28