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

Top Buys

1
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
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
651
$434K 0.02%
+20,534
652
$433K 0.02%
4,909
-1,941
653
$432K 0.02%
+11,842
654
$431K 0.02%
2,390
+149
655
$431K 0.02%
8,194
+670
656
$431K 0.02%
4,265
-845
657
$427K 0.02%
+51,621
658
$426K 0.02%
15,632
659
$425K 0.02%
+5,225
660
$425K 0.02%
14,544
+339
661
$424K 0.02%
+3,298
662
$421K 0.02%
230
-30
663
$420K 0.02%
5,223
-1,171
664
$420K 0.02%
14,031
-9,673
665
$414K 0.02%
96,095
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666
$414K 0.02%
3,976
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$414K 0.02%
24,827
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668
$411K 0.02%
14,298
-15,719
669
$411K 0.02%
27,591
670
$410K 0.02%
1,405
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671
$409K 0.02%
1,874
+327
672
$409K 0.02%
6,122
-299
673
$406K 0.02%
2,020
+101
674
$406K 0.02%
46,361
675
$405K 0.02%
19,456
+9,218
25 26
27
28 29