AFG

Atomi Financial Group Portfolio holdings

AUM $2.64B
1-Year Est. Return 31.3%
This Quarter Est. Return
1 Year Est. Return
+31.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
772
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.3M
3
+$10.9M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.48M

Top Sells

1
+$21.5M
2
+$7.35M
3
+$4.41M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.63M
5
INTC icon
Intel
INTC
+$2.25M

Sector Composition

1 Financials 15.3%
2 Technology 11.78%
3 Communication Services 5.6%
4 Consumer Discretionary 4.03%
5 Healthcare 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$202K 0.02%
+1,172
677
$201K 0.02%
+1,929
678
$200K 0.02%
17,235
+1,194
679
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+1,066
680
$200K 0.02%
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681
$200K 0.02%
+5,077
682
$194K 0.02%
20,085
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683
$193K 0.02%
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$187K 0.02%
15,695
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685
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686
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687
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688
$176K 0.02%
14,879
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689
$171K 0.02%
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690
$164K 0.02%
14,995
-9,388
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$163K 0.02%
12,638
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$162K 0.02%
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$154K 0.01%
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$147K 0.01%
16,462
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695
$143K 0.01%
12,288
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$139K 0.01%
17,031
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$139K 0.01%
26,807
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698
$135K 0.01%
+2,575
699
$134K 0.01%
+12,809
700
$127K 0.01%
17,968
-3,844
26 27
28
29 30