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
$1.98B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.5M
3
+$12.7M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$2.86M
2
+$2.27M
3
+$2.12M
4
NEE icon
NextEra Energy
NEE
+$2.05M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.84M

Sector Composition

1 Technology 12.68%
2 Financials 11.38%
3 Communication Services 6.72%
4 Consumer Discretionary 4.45%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$328K 0.02%
+7,804
677
$327K 0.02%
4,879
+42
678
$327K 0.02%
6,026
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679
$327K 0.02%
21,220
-33,046
680
$326K 0.02%
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681
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2,357
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$325K 0.02%
5,963
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683
$325K 0.02%
9,261
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$324K 0.02%
40,252
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685
$324K 0.02%
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687
$323K 0.02%
33,875
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688
$321K 0.02%
4,714
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689
$320K 0.02%
3,095
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$319K 0.02%
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$319K 0.02%
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693
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$317K 0.02%
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695
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2,691
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697
$316K 0.02%
5,473
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698
$315K 0.02%
25,299
+5,203
699
$313K 0.02%
10,718
+435
700
$310K 0.02%
6,577
+209
26 27
28
29 30