AFG

Atomi Financial Group Portfolio holdings

AUM $3.09B
1-Year Est. Return 36.43%
This Quarter Est. Return
1 Year Est. Return
+36.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.9M
3
+$13.8M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.5M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$2.96M
4
GE icon
GE Aerospace
GE
+$2.9M
5
CAT icon
Caterpillar
CAT
+$2.53M

Sector Composition

1 Technology 10.69%
2 Financials 10.41%
3 Communication Services 6.08%
4 Consumer Discretionary 3.92%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.58M 0.39%
43,008
-4,036
52
$8.36M 0.38%
145,072
+11,231
53
$8.21M 0.37%
156,824
+16,353
54
$8.14M 0.37%
49,109
+8,832
55
$8.14M 0.37%
31,405
-709
56
$8.07M 0.37%
138,489
+847
57
$7.59M 0.35%
81,410
+9,800
58
$7.49M 0.34%
142,562
-3,740
59
$7.22M 0.33%
13,176
+1,597
60
$7.05M 0.32%
266,496
+24,414
61
$7.05M 0.32%
27,258
+2,931
62
$6.95M 0.32%
27,930
+2,695
63
$6.91M 0.32%
117,280
-6,685
64
$6.9M 0.31%
25,088
+3,731
65
$6.72M 0.31%
8,143
+1,904
66
$6.7M 0.31%
56,325
+6,616
67
$6.58M 0.3%
39,283
-11,004
68
$6.52M 0.3%
79,828
-15,225
69
$6.43M 0.29%
227,488
+99,688
70
$6.31M 0.29%
17,992
+2,012
71
$6.27M 0.29%
64,329
+3,941
72
$6.13M 0.28%
11,229
-197
73
$6.12M 0.28%
36,588
+4,249
74
$6.1M 0.28%
146,111
-5,733
75
$6.09M 0.28%
119,233
+7,280
1 2
3
4 5