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
$1.98B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.5M
3
+$12.7M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$2.86M
2
+$2.27M
3
+$2.12M
4
NEE icon
NextEra Energy
NEE
+$2.05M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.84M

Sector Composition

1 Technology 12.68%
2 Financials 11.38%
3 Communication Services 6.72%
4 Consumer Discretionary 4.45%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$310K 0.02%
+4,881
702
$309K 0.02%
1,484
-476
703
$309K 0.02%
3,750
+324
704
$308K 0.02%
+1,065
705
$305K 0.02%
3,602
+317
706
$304K 0.02%
+2,299
707
$303K 0.02%
3,082
+1,016
708
$303K 0.02%
14,192
+1,282
709
$303K 0.02%
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710
$302K 0.02%
9,815
-793
711
$302K 0.02%
4,729
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712
$302K 0.02%
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713
$301K 0.02%
15,027
-5,122
714
$301K 0.02%
38,806
+3,608
715
$300K 0.02%
12,592
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716
$300K 0.02%
14,883
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717
$299K 0.02%
660
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718
$299K 0.02%
6,295
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719
$299K 0.02%
236
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720
$299K 0.02%
8,804
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721
$298K 0.02%
+6,244
722
$298K 0.02%
3,876
+457
723
$298K 0.02%
1,614
-218
724
$296K 0.01%
7,030
+707
725
$295K 0.01%
6,319
-9,680
27 28
29
30 31