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
$1.6B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.7M
3
+$13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.83M

Top Sells

1
+$10.6M
2
+$4.67M
3
+$3.12M
4
QCOM icon
Qualcomm
QCOM
+$3.12M
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$3.03M

Sector Composition

1 Technology 11.83%
2 Financials 11.12%
3 Communication Services 6.02%
4 Consumer Discretionary 3.97%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$292K 0.02%
+3,941
677
$292K 0.02%
+2,823
678
$292K 0.02%
+7,712
679
$292K 0.02%
1,861
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680
$291K 0.02%
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681
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+6,132
682
$289K 0.02%
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$289K 0.02%
608
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$288K 0.02%
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685
$288K 0.02%
7,903
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686
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689
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1,014
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$284K 0.02%
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$284K 0.02%
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305
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$282K 0.02%
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$281K 0.02%
26,867
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$281K 0.02%
2,002
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699
$281K 0.02%
3,352
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700
$280K 0.02%
24,711
+1,481
26 27
28
29 30