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
$1.98B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.6M
3
+$12.8M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.7M
5
MSFT icon
Microsoft
MSFT
+$10.2M

Top Sells

1
+$2.89M
2
+$2.38M
3
+$2.22M
4
OZ icon
Belpointe PREP
OZ
+$2.12M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.8M

Sector Composition

1 Technology 12.48%
2 Financials 11.58%
3 Communication Services 6.72%
4 Consumer Discretionary 4.45%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$342K 0.02%
4,315
+374
652
$342K 0.02%
4,601
+182
653
$341K 0.02%
3,553
+1,012
654
$341K 0.02%
+924
655
$340K 0.02%
+3,420
656
$340K 0.02%
6,732
+141
657
$340K 0.02%
4,698
-1,921
658
$340K 0.02%
6,640
-11,379
659
$339K 0.02%
+551
660
$338K 0.02%
19,810
+1,749
661
$338K 0.02%
11,526
+154
662
$338K 0.02%
6,012
-225
663
$336K 0.02%
5,898
+1,595
664
$335K 0.02%
2,660
-272
665
$334K 0.02%
14,274
+156
666
$334K 0.02%
8,965
-7,172
667
$333K 0.02%
6,375
+300
668
$332K 0.02%
4,928
+277
669
$331K 0.02%
6,136
+1,713
670
$330K 0.02%
4,525
+770
671
$330K 0.02%
3,366
+302
672
$330K 0.02%
+862
673
$329K 0.02%
1,733
-94
674
$329K 0.02%
8,705
675
$328K 0.02%
+7,250
25 26
27
28 29