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
$1.35B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.8M
3
+$10M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.67M

Top Sells

1
+$5.58M
2
+$4M
3
+$3.63M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.19M
5
LIN icon
Linde
LIN
+$2.69M

Sector Composition

1 Technology 13%
2 Financials 12.43%
3 Communication Services 6.33%
4 Healthcare 3.67%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$222K 0.02%
+1,274
702
$222K 0.02%
246
+38
703
$221K 0.02%
+26,592
704
$221K 0.02%
+2,503
705
$219K 0.02%
+473
706
$219K 0.02%
1,754
+1
707
$219K 0.02%
+5,996
708
$218K 0.02%
+1,381
709
$218K 0.02%
2,348
-779
710
$217K 0.02%
+264
711
$216K 0.02%
+2,953
712
$216K 0.02%
14,046
+59
713
$215K 0.02%
+5,032
714
$215K 0.02%
8,584
+68
715
$215K 0.02%
+2,411
716
$214K 0.02%
+1,042
717
$213K 0.02%
+1,031
718
$213K 0.02%
28,091
+1,284
719
$211K 0.02%
21,204
+6,300
720
$210K 0.02%
21,123
+1,038
721
$209K 0.02%
2,612
-23
722
$208K 0.02%
6,743
+459
723
$208K 0.02%
+5,175
724
$208K 0.02%
+2,832
725
$207K 0.02%
18,590
+3,711
27 28
29
30 31