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
$179M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$6.91M
3
+$4.67M
4
JPM icon
JPMorgan Chase
JPM
+$3.76M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.56M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.48%
2 Financials 6.93%
3 Healthcare 6.83%
4 Industrials 5.21%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$929K 0.52%
+8,991
52
$929K 0.52%
+45,074
53
$920K 0.51%
+9,089
54
$912K 0.51%
+4,976
55
$905K 0.51%
+21,347
56
$900K 0.5%
+9,259
57
$899K 0.5%
+7,247
58
$891K 0.5%
+33,509
59
$888K 0.5%
+25,197
60
$885K 0.49%
+51,611
61
$874K 0.49%
+12,016
62
$858K 0.48%
+28,490
63
$812K 0.45%
+26,089
64
$812K 0.45%
+23,472
65
$785K 0.44%
+20,992
66
$778K 0.43%
+7,768
67
$771K 0.43%
+10,080
68
$742K 0.41%
+19,087
69
$738K 0.41%
+56,402
70
$734K 0.41%
+22,838
71
$724K 0.4%
+14,484
72
$697K 0.39%
+29,625
73
$691K 0.39%
+8,943
74
$684K 0.38%
+49,419
75
$684K 0.38%
+39,057
1 2
3
4 5