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
$1.98B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.5M
3
+$12.7M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$2.86M
2
+$2.27M
3
+$2.12M
4
NEE icon
NextEra Energy
NEE
+$2.05M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.84M

Sector Composition

1 Technology 12.68%
2 Financials 11.38%
3 Communication Services 6.72%
4 Consumer Discretionary 4.45%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.54M 0.38%
146,302
+20,801
52
$7.26M 0.37%
140,471
+21,510
53
$7.21M 0.36%
82,506
+27,379
54
$7.19M 0.36%
95,053
+22,921
55
$6.67M 0.34%
151,844
+7,956
56
$6.59M 0.33%
61,697
+2,177
57
$6.56M 0.33%
60,388
+9,664
58
$6.54M 0.33%
11,426
+301
59
$6.53M 0.33%
24,222
+21,405
60
$6.43M 0.32%
24,327
+5,242
61
$6.38M 0.32%
7,161
+1,196
62
$6.29M 0.32%
135,903
+42,854
63
$6.19M 0.31%
21,357
+1,386
64
$6.14M 0.31%
123,965
+15,717
65
$6.13M 0.31%
242,082
+66,760
66
$6.1M 0.31%
11,579
+2,517
67
$5.99M 0.3%
56,203
+49,486
68
$5.82M 0.29%
40,277
-4,133
69
$5.71M 0.29%
63,145
+11,757
70
$5.7M 0.29%
111,953
+31,098
71
$5.67M 0.29%
33,849
+3,895
72
$5.55M 0.28%
25,235
+1,943
73
$5.48M 0.28%
211,947
+7,609
74
$5.44M 0.28%
30,565
+10,030
75
$5.35M 0.27%
49,709
-6,953
1 2
3
4 5