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
$3.09B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.6M

Top Sells

1
+$66.1M
2
+$23.3M
3
+$10.6M
4
COIN icon
Coinbase
COIN
+$7.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$6.5M

Sector Composition

1 Technology 12.43%
2 Financials 11.8%
3 Communication Services 6.25%
4 Consumer Discretionary 3.99%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INFY icon
676
Infosys
INFY
$75.4B
$453K 0.01%
27,868
-2,079
TDG icon
677
TransDigm Group
TDG
$81.7B
$451K 0.01%
342
+4
YUMC icon
678
Yum China
YUMC
$16.8B
$451K 0.01%
10,502
+2
SSNC icon
679
SS&C Technologies
SSNC
$20.9B
$449K 0.01%
5,059
+867
ROP icon
680
Roper Technologies
ROP
$44.8B
$449K 0.01%
900
-127
GDXJ icon
681
VanEck Junior Gold Miners ETF
GDXJ
$11.2B
$449K 0.01%
4,530
-309
LDOS icon
682
Leidos
LDOS
$24.9B
$448K 0.01%
2,370
+491
WAT icon
683
Waters Corp
WAT
$23.1B
$447K 0.01%
1,491
-94
UNM icon
684
Unum
UNM
$12.7B
$447K 0.01%
5,748
-595
PFN
685
PIMCO Income Strategy Fund II
PFN
$702M
$447K 0.01%
58,870
+7,091
EME icon
686
Emcor
EME
$31.3B
$447K 0.01%
688
+45
FISV
687
Fiserv Inc
FISV
$34.7B
$446K 0.01%
3,458
+208
HQY icon
688
HealthEquity
HQY
$7.29B
$444K 0.01%
4,685
-302
LNT icon
689
Alliant Energy
LNT
$17.3B
$444K 0.01%
6,579
+553
ISTB icon
690
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.7B
$443K 0.01%
9,078
+4,474
VXF icon
691
Vanguard Extended Market ETF
VXF
$26.1B
$442K 0.01%
2,113
-191
IX icon
692
ORIX
IX
$34B
$441K 0.01%
16,889
+1,518
TTD icon
693
Trade Desk
TTD
$16.5B
$441K 0.01%
8,998
-881
HPE icon
694
Hewlett Packard
HPE
$28.6B
$437K 0.01%
17,800
+1,454
WF icon
695
Woori Financial
WF
$14B
$437K 0.01%
7,782
+532
ES icon
696
Eversource Energy
ES
$26.3B
$436K 0.01%
6,130
+545
ARGX icon
697
argenx
ARGX
$49.5B
$435K 0.01%
590
+131
SLYV icon
698
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.33B
$434K 0.01%
4,890
+104
MOS icon
699
The Mosaic Company
MOS
$8.58B
$433K 0.01%
12,499
+657
BAP icon
700
Credicorp
BAP
$25.5B
$432K 0.01%
1,622
+143
26 27
28
29 30