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
$1.08B
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
772
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.3M
3
+$10.9M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.48M

Top Sells

1
+$21.5M
2
+$7.35M
3
+$4.41M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.63M
5
INTC icon
Intel
INTC
+$2.25M

Sector Composition

1 Financials 15.3%
2 Technology 11.78%
3 Communication Services 5.6%
4 Consumer Discretionary 4.03%
5 Healthcare 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.21M 0.39%
+83,010
52
$4.2M 0.39%
38,029
-11,729
53
$4.15M 0.38%
35,730
+11,705
54
$4.14M 0.38%
63,539
+49,277
55
$4.05M 0.37%
106,703
+17,496
56
$3.98M 0.37%
45,972
+23,356
57
$3.96M 0.37%
8,536
+1,205
58
$3.96M 0.37%
64,271
+41,086
59
$3.89M 0.36%
53,589
+49,280
60
$3.8M 0.35%
19,893
+967
61
$3.79M 0.35%
27,846
+3,114
62
$3.72M 0.34%
22,914
+7,658
63
$3.71M 0.34%
28,109
+1,012
64
$3.68M 0.34%
4,733
+1,046
65
$3.61M 0.33%
39,010
+14,666
66
$3.59M 0.33%
27,939
+3,170
67
$3.54M 0.33%
23,778
+21,513
68
$3.53M 0.33%
18,285
+926
69
$3.52M 0.32%
143,044
+93,596
70
$3.52M 0.32%
130,217
+52,072
71
$3.5M 0.32%
70,260
+23,099
72
$3.48M 0.32%
19,813
+5,176
73
$3.4M 0.31%
938
+78
74
$3.34M 0.31%
34,090
-3,345
75
$3.33M 0.31%
20,237
-22,074
1 2
3
4 5