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
$2.19B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.9M
3
+$13.8M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.5M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$2.96M
4
GE icon
GE Aerospace
GE
+$2.9M
5
CAT icon
Caterpillar
CAT
+$2.53M

Sector Composition

1 Technology 10.69%
2 Financials 10.41%
3 Communication Services 6.08%
4 Consumer Discretionary 3.92%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$340K 0.02%
3,745
+221
702
$339K 0.02%
12,438
+1,969
703
$338K 0.02%
4,421
+545
704
$338K 0.02%
4,811
-70
705
$337K 0.02%
5,854
-4,848
706
$337K 0.02%
2,699
-263
707
$336K 0.02%
6,573
-67
708
$335K 0.02%
10,722
+4
709
$334K 0.02%
2,241
-58
710
$334K 0.02%
+2,090
711
$333K 0.02%
1,399
+127
712
$333K 0.02%
8,498
+784
713
$332K 0.02%
1,919
+100
714
$331K 0.02%
15,861
+2,921
715
$331K 0.02%
+15,316
716
$330K 0.02%
16,436
+3,752
717
$329K 0.02%
4,413
+410
718
$328K 0.02%
7,086
+1,391
719
$328K 0.01%
8,307
+3,291
720
$328K 0.01%
6,842
-301
721
$326K 0.01%
1,895
+162
722
$326K 0.01%
1,797
-82
723
$326K 0.01%
16,673
724
$324K 0.01%
+2,216
725
$324K 0.01%
12,199
+2,974
27 28
29
30 31