AFG

Atomi Financial Group Portfolio holdings

AUM $3.38B
1-Year Est. Return 32.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
3 Communication Services 5.98%
4 Consumer Discretionary 3.96%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.4M 0.39%
111,225
+12,730
52
$10.3M 0.39%
244,044
-46,831
53
$10.1M 0.38%
236,759
-31,153
54
$9.89M 0.37%
208,301
+16,300
55
$9.82M 0.37%
184,269
+41,707
56
$9.64M 0.36%
34,436
+7,178
57
$9.24M 0.35%
104,742
+7,016
58
$8.98M 0.34%
85,387
-53,102
59
$8.65M 0.33%
29,331
+1,401
60
$8.31M 0.31%
14,793
+1,617
61
$8.28M 0.31%
156,871
+47
62
$8.23M 0.31%
145,460
+388
63
$8.02M 0.3%
35,416
+2,203
64
$7.99M 0.3%
37,004
-6,004
65
$7.64M 0.29%
122,541
+5,261
66
$7.17M 0.27%
85,911
+49,125
67
$7.09M 0.27%
142,523
+28,775
68
$7.06M 0.27%
70,990
+6,661
69
$7.01M 0.27%
271,061
+4,565
70
$6.98M 0.26%
45,671
-3,438
71
$6.97M 0.26%
240,779
+13,291
72
$6.91M 0.26%
19,462
+1,470
73
$6.9M 0.26%
135,210
+15,977
74
$6.77M 0.26%
75,784
-4,044
75
$6.73M 0.25%
36,818
+7,837
1 2
3
4 5