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
$1.35B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.8M
3
+$10M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.67M

Top Sells

1
+$5.58M
2
+$4M
3
+$3.63M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.19M
5
LIN icon
Linde
LIN
+$2.69M

Sector Composition

1 Technology 13%
2 Financials 12.43%
3 Communication Services 6.33%
4 Healthcare 3.67%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$251K 0.02%
+1,951
652
$251K 0.02%
8,151
+956
653
$251K 0.02%
+15,725
654
$250K 0.02%
+6,403
655
$249K 0.02%
11,205
+1,560
656
$249K 0.02%
14,654
-7,793
657
$249K 0.02%
4,383
-2,698
658
$246K 0.02%
673
-80
659
$245K 0.02%
+1,428
660
$244K 0.02%
+580
661
$244K 0.02%
+3,466
662
$244K 0.02%
16,360
+358
663
$243K 0.02%
+1,578
664
$242K 0.02%
5,374
-15
665
$242K 0.02%
+1,035
666
$242K 0.02%
+1,730
667
$242K 0.02%
4,788
-3,640
668
$242K 0.02%
20,818
+3,583
669
$242K 0.02%
+1,656
670
$241K 0.02%
+1,122
671
$240K 0.02%
+3,131
672
$240K 0.02%
+1,373
673
$239K 0.02%
1,413
-573
674
$237K 0.02%
+1,061
675
$237K 0.02%
+4,136
25 26
27
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