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
$3.09B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$13.4M
3
+$13.4M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.2M

Top Sells

1
+$46.4M
2
+$22.3M
3
+$10.4M
4
COIN icon
Coinbase
COIN
+$7.3M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$6.27M

Sector Composition

1 Technology 12.31%
2 Financials 11.92%
3 Communication Services 6.25%
4 Consumer Discretionary 3.99%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RL icon
626
Ralph Lauren
RL
$20.8B
$529K 0.02%
1,686
+79
AXIA
627
AXIA Energia
AXIA
$26.1B
$527K 0.02%
67,130
+3,805
MLI icon
628
Mueller Industries
MLI
$12.7B
$526K 0.02%
5,205
+493
PAVE icon
629
Global X US Infrastructure Development ETF
PAVE
$11.7B
$526K 0.02%
11,041
-6,014
TOST icon
630
Toast
TOST
$17.4B
$525K 0.02%
14,377
-720
INDA icon
631
iShares MSCI India ETF
INDA
$8.85B
$522K 0.02%
10,020
+85
BMY icon
632
Bristol-Myers Squibb
BMY
$123B
$521K 0.02%
11,561
+3,869
DOCU
633
DocuSign
DOCU
$9.75B
$520K 0.02%
7,209
+390
FHLC icon
634
Fidelity MSCI Health Care Index ETF
FHLC
$2.9B
$518K 0.02%
7,742
-127
ESML icon
635
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.27B
$514K 0.02%
11,399
+731
DYNF icon
636
BlackRock US Equity Factor Rotation ETF
DYNF
$32.8B
$513K 0.02%
8,663
-4,425
PAAS icon
637
Pan American Silver
PAAS
$25.5B
$512K 0.02%
+13,214
WDAY icon
638
Workday
WDAY
$39B
$511K 0.02%
2,122
+12
EWBC icon
639
East-West Bancorp
EWBC
$14.7B
$509K 0.02%
4,781
+516
CASY icon
640
Casey's General Stores
CASY
$24.6B
$509K 0.02%
900
+127
HDV
641
iShares Core High Dividend ETF
HDV
$13.3B
$506K 0.02%
4,134
-284
TRMD icon
642
TORM
TRMD
$2.91B
$503K 0.02%
24,417
-410
EEMV icon
643
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.26B
$503K 0.02%
7,880
+261
HLT icon
644
Hilton Worldwide
HLT
$69.6B
$502K 0.02%
1,934
+243
SUSL icon
645
iShares ESG MSCI USA Leaders ETF
SUSL
$1.03B
$501K 0.02%
+4,278
RMD icon
646
ResMed
RMD
$36.8B
$501K 0.02%
1,829
+505
WAB icon
647
Wabtec
WAB
$42.1B
$498K 0.02%
2,486
+105
CIEN icon
648
Ciena
CIEN
$45.1B
$497K 0.02%
3,409
+232
IMTM icon
649
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.6B
$495K 0.02%
+10,336
FFIV icon
650
F5
FFIV
$16.1B
$495K 0.02%
1,531
+180
24 25
26
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