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
$1.08B
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
772
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.3M
3
+$10.9M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.48M

Top Sells

1
+$21.5M
2
+$7.35M
3
+$4.41M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.63M
5
INTC icon
Intel
INTC
+$2.25M

Sector Composition

1 Financials 15.3%
2 Technology 11.78%
3 Communication Services 5.6%
4 Consumer Discretionary 4.03%
5 Healthcare 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$125K 0.01%
12,328
-10,863
702
$124K 0.01%
14,904
-1,250
703
$119K 0.01%
17,439
+6,723
704
$115K 0.01%
13,855
+1,151
705
$102K 0.01%
12,408
-664
706
$101K 0.01%
23,002
+6,677
707
$97.7K 0.01%
11,786
+304
708
$97.4K 0.01%
10,698
-1,784
709
$95.7K 0.01%
50,354
+7,293
710
$89.5K 0.01%
17,098
+484
711
$89.2K 0.01%
+10,507
712
$86.6K 0.01%
6,484
+419
713
$81.6K 0.01%
+12,712
714
$80.8K 0.01%
+10,395
715
$78K 0.01%
10,723
-2,750
716
$76.9K 0.01%
31,001
-27,583
717
$76.5K 0.01%
26,610
+6,046
718
$72.7K 0.01%
1,875
+254
719
$72.6K 0.01%
180,064
-2,882
720
$70.8K 0.01%
12,624
+947
721
$59.9K 0.01%
38,420
-21,417
722
$56.1K 0.01%
4,055
-24
723
$50.4K ﹤0.01%
16,102
-2,675
724
$46.6K ﹤0.01%
+13,176
725
$46.3K ﹤0.01%
+18,832
27 28
29
30 31