AFG

Atomi Financial Group Portfolio holdings

AUM $3.09B
1-Year Est. Return 36.43%
This Quarter Est. Return
1 Year Est. Return
+36.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.9M
3
+$13.8M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.5M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$2.96M
4
GE icon
GE Aerospace
GE
+$2.9M
5
CAT icon
Caterpillar
CAT
+$2.53M

Sector Composition

1 Technology 10.69%
2 Financials 10.41%
3 Communication Services 6.08%
4 Consumer Discretionary 3.92%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$365K 0.02%
3,882
-51
677
$365K 0.02%
1,478
678
$364K 0.02%
24,642
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679
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$361K 0.02%
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$361K 0.02%
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$360K 0.02%
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$356K 0.02%
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685
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688
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689
$349K 0.02%
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690
$348K 0.02%
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$348K 0.02%
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$347K 0.02%
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$345K 0.02%
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696
$342K 0.02%
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$341K 0.02%
5,460
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698
$341K 0.02%
1,545
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699
$340K 0.02%
3,056
+505
700
$340K 0.02%
6,421
+732
26 27
28
29 30