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
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.7M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.81M
5
BND icon
Vanguard Total Bond Market
BND
+$7.14M

Top Sells

1
+$11.1M
2
+$8.26M
3
+$7.15M
4
OKLO
Oklo
OKLO
+$5.76M
5
RBLX icon
Roblox
RBLX
+$5.59M

Sector Composition

1 Financials 12.16%
2 Technology 11.72%
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
WWD icon
701
Woodward
WWD
$15.8B
$380K 0.01%
1,549
+149
EMLP icon
702
First Trust North American Energy Infrastructure Fund
EMLP
$3.35B
$379K 0.01%
10,098
-1,626
VGK icon
703
Vanguard FTSE Europe ETF
VGK
$27.9B
$377K 0.01%
4,869
+58
XLSR icon
704
State Street US Sector Rotation ETF
XLSR
$854M
$376K 0.01%
6,842
-11
MLI icon
705
Mueller Industries
MLI
$11.9B
$374K 0.01%
4,712
-575
CCI icon
706
Crown Castle
CCI
$39.5B
$374K 0.01%
3,637
+834
ALB icon
707
Albemarle
ALB
$13.5B
$373K 0.01%
5,958
+874
ABEV icon
708
Ambev
ABEV
$39.3B
$373K 0.01%
154,903
+37,973
LBRDK icon
709
Liberty Broadband Class C
LBRDK
$6.8B
$373K 0.01%
3,789
-7
IYR icon
710
iShares US Real Estate ETF
IYR
$3.67B
$373K 0.01%
+3,933
AXIA
711
AXIA Energia American Depositary Shares (Each representing one Common Share)
AXIA
$26B
$373K 0.01%
50,145
-2,699
FNDF icon
712
Schwab Fundamental International Large Company Index ETF
FNDF
$18.9B
$371K 0.01%
9,267
+335
SFM icon
713
Sprouts Farmers Market
SFM
$7.95B
$370K 0.01%
2,248
+344
SMCI icon
714
Super Micro Computer
SMCI
$20.9B
$370K 0.01%
7,548
+425
FIX icon
715
Comfort Systems
FIX
$31.7B
$370K 0.01%
+690
TOL icon
716
Toll Brothers
TOL
$12.7B
$369K 0.01%
3,237
+722
MEDP icon
717
Medpace
MEDP
$16.7B
$369K 0.01%
1,175
-55
EA icon
718
Electronic Arts
EA
$50.2B
$367K 0.01%
2,300
+517
OKTA icon
719
Okta
OKTA
$14.8B
$367K 0.01%
3,674
+246
RIVN icon
720
Rivian
RIVN
$20.1B
$367K 0.01%
+26,707
HLN icon
721
Haleon
HLN
$44.1B
$366K 0.01%
35,276
+1,512
LNT icon
722
Alliant Energy
LNT
$17.3B
$364K 0.01%
6,026
-9
FHN icon
723
First Horizon
FHN
$10.5B
$361K 0.01%
17,027
+1,014
WF icon
724
Woori Financial
WF
$13.5B
$361K 0.01%
7,250
+802
DVY icon
725
iShares Select Dividend ETF
DVY
$20.7B
$360K 0.01%
2,711
-124
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