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
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
3 Communication Services 5.98%
4 Consumer Discretionary 3.96%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$405K 0.02%
+13,382
677
$404K 0.02%
130,707
+18,698
678
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3,823
-149
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680
$402K 0.02%
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681
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2,232
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682
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1,351
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683
$397K 0.02%
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$397K 0.02%
19,353
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685
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773
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$394K 0.01%
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688
$394K 0.01%
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$393K 0.01%
2,026
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691
$387K 0.01%
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50,360
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$385K 0.01%
4,430
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$384K 0.01%
12,137
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$383K 0.01%
51,779
698
$382K 0.01%
3,874
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699
$382K 0.01%
2,589
-580
700
$382K 0.01%
4,786
-299
26 27
28
29 30