AFG

Atomi Financial Group Portfolio holdings

AUM $3.09B
1-Year Est. Return 36.43%
This Quarter Est. Return
1 Year Est. Return
+36.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.9M
3
+$13.8M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.5M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$2.96M
4
GE icon
GE Aerospace
GE
+$2.9M
5
CAT icon
Caterpillar
CAT
+$2.53M

Sector Composition

1 Technology 10.69%
2 Financials 10.41%
3 Communication Services 6.08%
4 Consumer Discretionary 3.92%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$384K 0.02%
37,535
-274
652
$383K 0.02%
3,655
-236
653
$381K 0.02%
2,835
-371
654
$381K 0.02%
18,828
+1,449
655
$378K 0.02%
5,770
+842
656
$377K 0.02%
46,361
+732
657
$377K 0.02%
+43,458
658
$377K 0.02%
1,910
+945
659
$377K 0.02%
7,034
+22
660
$376K 0.02%
7,895
-409
661
$375K 0.02%
52,844
+35,844
662
$375K 0.02%
1,647
-20
663
$375K 0.02%
1,230
+164
664
$374K 0.02%
5,599
+108
665
$370K 0.02%
3,226
+197
666
$370K 0.02%
5,956
-379
667
$369K 0.02%
3,599
+504
668
$368K 0.02%
+7,991
669
$368K 0.02%
22,668
-2,252
670
$368K 0.02%
29,956
+10,124
671
$367K 0.02%
10,166
-519
672
$367K 0.02%
5,332
+637
673
$366K 0.02%
5,084
+2,737
674
$366K 0.02%
3,503
+528
675
$365K 0.02%
2,139
25 26
27
28 29