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
$3.38B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$26.4M
3
+$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Top Sells

1
+$25M
2
+$12.8M
3
+$9.99M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$9.61M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$8.91M

Sector Composition

1 Technology 15.06%
2 Financials 10.36%
3 Communication Services 6.26%
4 Consumer Discretionary 4.52%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEUR icon
676
iShares Core MSCI Europe ETF
IEUR
$7.23B
$518K 0.02%
7,291
-599
DD icon
677
DuPont de Nemours
DD
$18.5B
$514K 0.02%
12,791
-15,280
SUSL icon
678
iShares ESG MSCI USA Leaders ETF
SUSL
$1.03B
$510K 0.02%
4,206
-72
MRSH
679
Marsh
MRSH
$87.1B
$510K 0.02%
2,748
-862
VGSH icon
680
Vanguard Short-Term Treasury ETF
VGSH
$27B
$509K 0.02%
8,664
-2,621
BAP icon
681
Credicorp
BAP
$26.2B
$509K 0.02%
1,772
+150
COR icon
682
Cencora
COR
$70.4B
$508K 0.02%
1,505
+330
DYNF icon
683
BlackRock US Equity Factor Rotation ETF
DYNF
$32.8B
$507K 0.02%
8,337
-326
OPEN icon
684
Opendoor
OPEN
$4.87B
$506K 0.02%
86,766
-19,310
WWD icon
685
Woodward
WWD
$22.9B
$505K 0.01%
1,671
+75
A icon
686
Agilent Technologies
A
$33B
$504K 0.01%
3,705
+1,199
ROST icon
687
Ross Stores
ROST
$68.6B
$502K 0.01%
2,785
+502
WSO icon
688
Watsco Inc
WSO
$16B
$501K 0.01%
1,486
-246
VST icon
689
Vistra
VST
$55.4B
$499K 0.01%
3,094
-40
SLB icon
690
SLB Ltd
SLB
$70.6B
$499K 0.01%
13,003
+2,248
ETW
691
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$983M
$493K 0.01%
53,492
QDIV icon
692
Global X S&P 500 Quality Dividend ETF
QDIV
$32.6M
$492K 0.01%
14,183
+630
VTRS icon
693
Viatris
VTRS
$16.4B
$490K 0.01%
39,368
+8,394
SYY icon
694
Sysco
SYY
$40.6B
$490K 0.01%
6,648
-866
IWD icon
695
iShares Russell 1000 Value ETF
IWD
$68.8B
$489K 0.01%
2,323
-49
SGI
696
Somnigroup International
SGI
$17B
$489K 0.01%
5,473
+748
EEM icon
697
iShares MSCI Emerging Markets ETF
EEM
$27.6B
$488K 0.01%
8,926
+3,564
BURL icon
698
Burlington
BURL
$19B
$488K 0.01%
1,688
+156
DFJ icon
699
WisdomTree Japan SmallCap Dividend Fund
DFJ
$390M
$487K 0.01%
5,053
-1,007
ELAN icon
700
Elanco Animal Health
ELAN
$11.9B
$482K 0.01%
21,312
+4,876
26 27
28
29 30