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
$723M
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$11.7M
3
+$11.5M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.6M

Top Sells

1
+$2.28M
2
+$1.24M
3
+$1.15M
4
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$1.1M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$940K

Sector Composition

1 Financials 17.31%
2 Technology 15.64%
3 Communication Services 5.99%
4 Healthcare 4.42%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.97M 0.41%
5,637
+1,881
52
$2.95M 0.41%
27,097
+4,087
53
$2.92M 0.4%
9,386
+2,289
54
$2.89M 0.4%
100,169
+23,057
55
$2.79M 0.39%
+56,799
56
$2.75M 0.38%
108,375
+54,474
57
$2.62M 0.36%
+141,784
58
$2.57M 0.36%
+24,732
59
$2.56M 0.35%
24,769
+16,802
60
$2.4M 0.33%
9,237
+3,902
61
$2.4M 0.33%
24,025
+13,152
62
$2.4M 0.33%
+58,657
63
$2.35M 0.33%
47,161
+14,600
64
$2.34M 0.32%
29,928
+4,334
65
$2.3M 0.32%
5,265
+4,040
66
$2.29M 0.32%
24,344
+2,782
67
$2.24M 0.31%
15,256
+5,448
68
$2.15M 0.3%
3,687
+1,628
69
$2.14M 0.3%
11,184
+4,751
70
$2.12M 0.29%
20,531
-9,122
71
$2.09M 0.29%
+38,434
72
$2.08M 0.29%
24,519
+4,476
73
$2.07M 0.29%
39,818
+6,626
74
$2.06M 0.28%
10,690
+3,253
75
$2M 0.28%
22,616
+19,202
1 2
3
4 5