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
$1.35B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.8M
3
+$10M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.67M

Top Sells

1
+$5.58M
2
+$4M
3
+$3.63M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.19M
5
LIN icon
Linde
LIN
+$2.69M

Sector Composition

1 Technology 13%
2 Financials 12.43%
3 Communication Services 6.33%
4 Healthcare 3.67%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.14M 0.38%
29,568
+1,722
52
$5.14M 0.38%
129,121
+22,418
53
$5.1M 0.38%
134,904
+54,122
54
$5.07M 0.38%
136,278
-255
55
$4.87M 0.36%
31,153
+3,356
56
$4.84M 0.36%
29,371
+6,457
57
$4.8M 0.36%
12,829
-42
58
$4.78M 0.35%
5,283
+550
59
$4.74M 0.35%
51,674
+12,664
60
$4.73M 0.35%
23,872
+4,059
61
$4.69M 0.35%
32,876
+4,937
62
$4.67M 0.35%
1,179
+241
63
$4.66M 0.35%
49,768
+43,499
64
$4.65M 0.34%
17,391
+171
65
$4.65M 0.34%
195,950
+52,906
66
$4.65M 0.34%
170,139
+39,922
67
$4.59M 0.34%
23,030
+19,418
68
$4.5M 0.33%
102,409
+25,345
69
$4.43M 0.33%
27,869
-6,221
70
$4.4M 0.33%
85,795
+50,147
71
$4M 0.3%
32,300
+4,191
72
$3.9M 0.29%
78,281
+8,021
73
$3.89M 0.29%
76,221
+18,138
74
$3.76M 0.28%
21,744
+1,851
75
$3.76M 0.28%
12,631
+5,212
1 2
3
4 5