AFG

Atomi Financial Group Portfolio holdings

AUM $3.38B
1-Year Est. Return 32.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
3 Communication Services 5.98%
4 Consumer Discretionary 3.96%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$380K 0.01%
1,549
+149
702
$379K 0.01%
10,098
-1,626
703
$377K 0.01%
4,869
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$376K 0.01%
6,842
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705
$374K 0.01%
4,712
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706
$374K 0.01%
3,637
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707
$373K 0.01%
5,958
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708
$373K 0.01%
154,903
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$373K 0.01%
3,789
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710
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711
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63,325
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712
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9,267
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713
$370K 0.01%
2,248
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714
$370K 0.01%
7,548
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715
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3,237
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2,300
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719
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3,674
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$367K 0.01%
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721
$366K 0.01%
35,276
+1,512
722
$364K 0.01%
6,026
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723
$361K 0.01%
17,027
+1,014
724
$361K 0.01%
7,250
+802
725
$360K 0.01%
2,711
-124
27 28
29
30 31