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
$1.08B
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
772
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$11.7M
3
+$10.9M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.07M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.07M

Top Sells

1
+$14.6M
2
+$7.35M
3
+$4.41M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.45M
5
ADBE icon
Adobe
ADBE
+$2.45M

Sector Composition

1 Financials 15.55%
2 Technology 11.54%
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%
12,181
-1,443
677
$201K 0.02%
+1,929
678
$200K 0.02%
17,235
+1,194
679
$200K 0.02%
+1,066
680
$200K 0.02%
+11,288
681
$200K 0.02%
+5,077
682
$194K 0.02%
20,085
+7,532
683
$193K 0.02%
15,064
-480
684
$187K 0.02%
15,695
-2,914
685
$184K 0.02%
18,750
+5,300
686
$180K 0.02%
+11,039
687
$179K 0.02%
+2,219
688
$176K 0.02%
14,879
-85
689
$171K 0.02%
+44,413
690
$164K 0.02%
14,995
-9,388
691
$163K 0.02%
12,638
+194
692
$162K 0.02%
14,761
+1,166
693
$154K 0.01%
53,693
-21,307
694
$147K 0.01%
16,462
+2,948
695
$143K 0.01%
12,288
-965
696
$139K 0.01%
17,031
+2,801
697
$139K 0.01%
26,807
-993
698
$135K 0.01%
+515
699
$134K 0.01%
+12,809
700
$127K 0.01%
17,968
-3,844
26 27
28
29 30