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
$1.6B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.7M
3
+$13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.83M

Top Sells

1
+$10.6M
2
+$4.67M
3
+$3.12M
4
QCOM icon
Qualcomm
QCOM
+$3.12M
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$3.03M

Sector Composition

1 Technology 11.83%
2 Financials 11.12%
3 Communication Services 6.02%
4 Consumer Discretionary 3.97%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.92M 0.37%
34,099
+4,531
52
$5.71M 0.36%
143,888
+14,767
53
$5.65M 0.35%
19,971
+2,580
54
$5.61M 0.35%
116,700
+38,670
55
$5.51M 0.34%
11,125
-1,066
56
$5.46M 0.34%
50,724
-43,356
57
$5.41M 0.34%
55,127
+44,226
58
$5.39M 0.34%
54,981
+5,213
59
$5.38M 0.34%
108,248
+5,839
60
$5.28M 0.33%
62,451
+38,267
61
$5.26M 0.33%
204,338
+8,388
62
$5.19M 0.32%
29,954
+583
63
$5.15M 0.32%
23,292
+1,548
64
$5.11M 0.32%
13,318
+489
65
$5.04M 0.31%
19,085
+9,608
66
$4.93M 0.31%
51,500
-174
67
$4.82M 0.3%
39,774
+25,208
68
$4.78M 0.3%
5,394
+111
69
$4.78M 0.3%
25,332
-2,537
70
$4.63M 0.29%
92,980
+14,699
71
$4.54M 0.28%
175,322
+5,183
72
$4.48M 0.28%
9,062
+3,088
73
$4.39M 0.27%
29,803
-1,350
74
$4.37M 0.27%
93,049
+6,506
75
$4.29M 0.27%
36,638
+2,063
1 2
3
4 5