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
$1.35B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.8M
3
+$10M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.67M

Top Sells

1
+$5.58M
2
+$4M
3
+$3.63M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.19M
5
LIN icon
Linde
LIN
+$2.69M

Sector Composition

1 Technology 13%
2 Financials 12.43%
3 Communication Services 6.33%
4 Healthcare 3.67%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$236K 0.02%
1,555
+69
677
$236K 0.02%
441
-8
678
$235K 0.02%
7,984
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680
$234K 0.02%
12,187
+461
681
$233K 0.02%
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682
$232K 0.02%
24,368
-889
683
$232K 0.02%
57,074
+12,661
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$232K 0.02%
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685
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686
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1,316
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687
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688
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2,405
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689
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690
$230K 0.02%
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691
$230K 0.02%
697
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$228K 0.02%
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695
$225K 0.02%
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696
$224K 0.02%
3,525
-2,159
697
$224K 0.02%
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698
$223K 0.02%
27,810
+10,371
699
$223K 0.02%
+3,890
700
$222K 0.02%
+549
26 27
28
29 30