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
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.7M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.81M
5
BND icon
Vanguard Total Bond Market
BND
+$7.14M

Top Sells

1
+$11.1M
2
+$8.26M
3
+$7.15M
4
OKLO
Oklo
OKLO
+$5.76M
5
RBLX icon
Roblox
RBLX
+$5.59M

Sector Composition

1 Financials 12.16%
2 Technology 11.72%
3 Communication Services 5.98%
4 Consumer Discretionary 3.96%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MAG
651
DELISTED
MAG Silver
MAG
$434K 0.02%
+20,534
ALC icon
652
Alcon
ALC
$38.6B
$433K 0.02%
4,909
-1,941
MOS icon
653
The Mosaic Company
MOS
$8.11B
$432K 0.02%
+11,842
EAT icon
654
Brinker International
EAT
$5.21B
$431K 0.02%
2,390
+149
GLW icon
655
Corning
GLW
$70.6B
$431K 0.02%
8,194
+670
EWBC icon
656
East-West Bancorp
EWBC
$14.3B
$431K 0.02%
4,265
-845
AG icon
657
First Majestic Silver
AG
$5.99B
$427K 0.02%
+51,621
QHDG
658
Innovator Hedged Nasdaq-100 ETF
QHDG
$9.57M
$426K 0.02%
15,632
AIRR icon
659
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.37B
$425K 0.02%
+5,225
IAPR icon
660
Innovator International Developed Power Buffer ETF April
IAPR
$240M
$425K 0.02%
14,544
+339
VT icon
661
Vanguard Total World Stock ETF
VT
$54.7B
$424K 0.02%
+3,298
FICO icon
662
Fair Isaac
FICO
$41.2B
$421K 0.02%
230
-30
MET icon
663
MetLife
MET
$52.4B
$420K 0.02%
5,223
-1,171
BP icon
664
BP
BP
$93.3B
$420K 0.02%
14,031
-9,673
MPW icon
665
Medical Properties Trust
MPW
$3B
$414K 0.02%
96,095
+26,847
CNI icon
666
Canadian National Railway
CNI
$59.5B
$414K 0.02%
3,976
+1,705
TRMD icon
667
TORM
TRMD
$2.25B
$414K 0.02%
24,827
+1,224
SPTI icon
668
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.23B
$411K 0.02%
14,298
-15,719
GOF icon
669
Guggenheim Strategic Opportunities Fund
GOF
$2.3B
$411K 0.02%
27,591
POOL icon
670
Pool Corp
POOL
$9.16B
$410K 0.02%
1,405
-220
JBL icon
671
Jabil
JBL
$21.6B
$409K 0.02%
1,874
+327
SYF icon
672
Synchrony
SYF
$26.6B
$409K 0.02%
6,122
-299
TRI icon
673
Thomson Reuters
TRI
$62.5B
$406K 0.02%
2,020
+101
EXG icon
674
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.83B
$406K 0.02%
46,361
B
675
Barrick Mining
B
$61.5B
$405K 0.02%
19,456
+9,218
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