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
$299M
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.99M
3
+$2.9M
4
NVDA icon
NVIDIA
NVDA
+$2.48M
5
GE icon
GE Aerospace
GE
+$2.4M

Top Sells

1
+$1.26M
2
+$1.23M
3
+$832K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$804K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$797K

Sector Composition

1 Technology 18.4%
2 Financials 6.12%
3 Healthcare 5.1%
4 Industrials 4.43%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.51%
4,375
+350
52
$1.52M 0.51%
20,043
+3,535
53
$1.45M 0.48%
23,386
+1,419
54
$1.43M 0.48%
9,808
-2,070
55
$1.32M 0.44%
+45,526
56
$1.3M 0.44%
153,519
57
$1.3M 0.43%
12,500
-500
58
$1.28M 0.43%
10,873
+1,055
59
$1.28M 0.43%
9,922
+880
60
$1.27M 0.43%
8,550
-258
61
$1.27M 0.42%
+19,776
62
$1.27M 0.42%
53,901
+15,048
63
$1.27M 0.42%
6,220
+830
64
$1.24M 0.41%
70,099
+399
65
$1.24M 0.41%
22,474
+11,871
66
$1.23M 0.41%
9,432
+978
67
$1.23M 0.41%
5,335
+1,715
68
$1.22M 0.41%
2,949
-109
69
$1.22M 0.41%
7,437
+2,316
70
$1.18M 0.4%
23,575
-3,740
71
$1.18M 0.39%
8,943
+1,088
72
$1.16M 0.39%
7,569
+1,944
73
$1.11M 0.37%
2,059
-48
74
$1.1M 0.37%
22,275
+8,131
75
$1.1M 0.37%
6,433
+977
1 2
3
4 5