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

Top Buys

1
+$11M
2
+$10.7M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.81M
5
BND icon
Vanguard Total Bond Market
BND
+$7.14M

Top Sells

1
+$11.1M
2
+$8.26M
3
+$7.15M
4
OKLO
Oklo
OKLO
+$5.76M
5
RBLX icon
Roblox
RBLX
+$5.59M

Sector Composition

1 Financials 12.16%
2 Technology 11.72%
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
HRL icon
676
Hormel Foods
HRL
$12.5B
$405K 0.02%
+13,382
BBD icon
677
Banco Bradesco
BBD
$38.7B
$404K 0.02%
130,707
+18,698
GSHD icon
678
Goosehead Insurance
GSHD
$1.75B
$403K 0.02%
3,823
-149
VTHR icon
679
Vanguard Russell 3000 ETF
VTHR
$3.67B
$403K 0.02%
1,478
DFAI icon
680
Dimensional International Core Equity Market ETF
DFAI
$11.9B
$402K 0.02%
11,640
+918
GDDY icon
681
GoDaddy
GDDY
$17.7B
$402K 0.02%
2,232
-90
FFIV icon
682
F5
FFIV
$13.8B
$398K 0.02%
1,351
+299
TEL icon
683
TE Connectivity
TEL
$69.5B
$397K 0.02%
2,356
+622
BSCS icon
684
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$2.8B
$397K 0.02%
19,353
+5,552
O icon
685
Realty Income
O
$52.1B
$394K 0.01%
6,847
-762
CASY icon
686
Casey's General Stores
CASY
$20B
$394K 0.01%
773
+86
DOV icon
687
Dover
DOV
$25B
$394K 0.01%
2,152
-125
PINS icon
688
Pinterest
PINS
$18.1B
$394K 0.01%
10,977
+1,557
MTB icon
689
M&T Bank
MTB
$28.6B
$393K 0.01%
2,026
-196
FLUT icon
690
Flutter Entertainment
FLUT
$35.2B
$387K 0.01%
1,354
+47
CIVB icon
691
Civista Bancshares
CIVB
$423M
$387K 0.01%
16,673
NTRA icon
692
Natera
NTRA
$27.7B
$386K 0.01%
2,282
+368
UMC icon
693
United Microelectronic
UMC
$17.9B
$385K 0.01%
50,360
+14,515
MDYG icon
694
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.39B
$385K 0.01%
4,430
-1
Z icon
695
Zillow
Z
$17B
$384K 0.01%
5,481
-10,959
EUFN icon
696
iShares MSCI Europe Financials ETF
EUFN
$4.6B
$384K 0.01%
12,137
-2,158
PFN
697
PIMCO Income Strategy Fund II
PFN
$711M
$383K 0.01%
51,779
TGT icon
698
Target
TGT
$41.2B
$382K 0.01%
3,874
+371
XLI icon
699
Industrial Select Sector SPDR Fund
XLI
$23.5B
$382K 0.01%
2,589
-580
SLYV icon
700
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.08B
$382K 0.01%
4,786
-299
26 27
28
29 30