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
$1.6B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.7M
3
+$13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.83M

Top Sells

1
+$10.6M
2
+$4.67M
3
+$3.12M
4
QCOM icon
Qualcomm
QCOM
+$3.12M
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$3.03M

Sector Composition

1 Technology 11.83%
2 Financials 11.12%
3 Communication Services 6.02%
4 Consumer Discretionary 3.97%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$280K 0.02%
2,265
+314
702
$280K 0.02%
+196
703
$279K 0.02%
3,606
+774
704
$279K 0.02%
+5,417
705
$277K 0.02%
1,709
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$276K 0.02%
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707
$275K 0.02%
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708
$274K 0.02%
10,307
-271
709
$272K 0.02%
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710
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1,205
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711
$271K 0.02%
55,688
-121
712
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713
$271K 0.02%
23,357
-1,076
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$270K 0.02%
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715
$270K 0.02%
1,483
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716
$269K 0.02%
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717
$269K 0.02%
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718
$268K 0.02%
2,169
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719
$268K 0.02%
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$267K 0.02%
1,567
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721
$267K 0.02%
1,112
-1,358
722
$266K 0.02%
13,523
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723
$266K 0.02%
4,373
-50
724
$266K 0.02%
53,947
+3,854
725
$265K 0.02%
3,426
-40
27 28
29
30 31