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
$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
IWM icon
51
iShares Russell 2000 ETF
IWM
$69.4B
$8.58M 0.39%
43,008
-4,036
USRT icon
52
iShares Core US REIT ETF
USRT
$3.2B
$8.36M 0.38%
145,072
+11,231
IGSB icon
53
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
$8.21M 0.37%
156,824
+16,353
JNJ icon
54
Johnson & Johnson
JNJ
$465B
$8.14M 0.37%
49,109
+8,832
TSLA icon
55
Tesla
TSLA
$1.44T
$8.14M 0.37%
31,405
-709
RBLX icon
56
Roblox
RBLX
$87.9B
$8.07M 0.37%
138,489
+847
NFLX icon
57
Netflix
NFLX
$474B
$7.59M 0.35%
8,141
+980
IGIB icon
58
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.6B
$7.49M 0.34%
142,562
-3,740
MA icon
59
Mastercard
MA
$519B
$7.22M 0.33%
13,176
+1,597
COMT icon
60
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$629M
$7.05M 0.32%
266,496
+24,414
VO icon
61
Vanguard Mid-Cap ETF
VO
$88.1B
$7.05M 0.32%
27,258
+2,931
IBM icon
62
IBM
IBM
$264B
$6.95M 0.32%
27,930
+2,695
IAU icon
63
iShares Gold Trust
IAU
$61.7B
$6.91M 0.32%
117,280
-6,685
VTI icon
64
Vanguard Total Stock Market ETF
VTI
$544B
$6.9M 0.31%
25,088
+3,731
LLY icon
65
Eli Lilly
LLY
$728B
$6.72M 0.31%
8,143
+1,904
XOM icon
66
Exxon Mobil
XOM
$486B
$6.7M 0.31%
56,325
+6,616
AVGO icon
67
Broadcom
AVGO
$1.59T
$6.58M 0.3%
39,283
-11,004
EFA icon
68
iShares MSCI EAFE ETF
EFA
$68B
$6.52M 0.3%
79,828
-15,225
T icon
69
AT&T
T
$182B
$6.43M 0.29%
227,488
+99,688
V icon
70
Visa
V
$672B
$6.31M 0.29%
17,992
+2,012
IJS icon
71
iShares S&P Small-Cap 600 Value ETF
IJS
$6.65B
$6.27M 0.29%
64,329
+3,941
GS icon
72
Goldman Sachs
GS
$231B
$6.13M 0.28%
11,229
-197
CVX icon
73
Chevron
CVX
$312B
$6.12M 0.28%
36,588
+4,249
BAC icon
74
Bank of America
BAC
$372B
$6.1M 0.28%
146,111
-5,733
FLOT icon
75
iShares Floating Rate Bond ETF
FLOT
$8.99B
$6.09M 0.28%
119,233
+7,280
1 2
3
4 5