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
$1.6B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.7M
3
+$13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.83M

Top Sells

1
+$10.6M
2
+$4.67M
3
+$3.12M
4
QCOM icon
Qualcomm
QCOM
+$3.12M
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$3.03M

Sector Composition

1 Technology 11.83%
2 Financials 11.12%
3 Communication Services 6.02%
4 Consumer Discretionary 3.97%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$312K 0.02%
+1,295
652
$312K 0.02%
9,420
+24
653
$309K 0.02%
4,766
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654
$309K 0.02%
1,341
+78
655
$307K 0.02%
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656
$307K 0.02%
1,497
-70
657
$306K 0.02%
25,418
-1,578
658
$305K 0.02%
3,069
-425
659
$305K 0.02%
+8,705
660
$305K 0.02%
+2,336
661
$301K 0.02%
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662
$300K 0.02%
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663
$300K 0.02%
+5,231
664
$299K 0.02%
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665
$299K 0.02%
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666
$298K 0.02%
1,110
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667
$298K 0.02%
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668
$297K 0.02%
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669
$295K 0.02%
1,674
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670
$295K 0.02%
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671
$294K 0.02%
9,708
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$294K 0.02%
19,139
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673
$293K 0.02%
27,398
+4,341
674
$293K 0.02%
3,129
-49
675
$292K 0.02%
1,794
+138
25 26
27
28 29