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
$3.38B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1 +$41.2M
2 +$26.4M
3 +$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Sector Composition

1 Technology 15.06%
2 Financials 10.36%
3 Communication Services 6.26%
4 Consumer Discretionary 4.52%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FIS icon
726
Fidelity National Information Services
FIS
$26.1B
$461K 0.01%
6,935
+1,574
ALAB icon
727
Astera Labs
ALAB
$19.9B
$460K 0.01%
2,766
+1,371
AME icon
728
Ametek
AME
$50.7B
$459K 0.01%
2,236
+321
MET icon
729
MetLife
MET
$45.4B
$459K 0.01%
5,812
-193
SPMO icon
730
Invesco S&P 500 Momentum ETF
SPMO
$13.3B
$458K 0.01%
3,839
-5,036
EFX icon
731
Equifax
EFX
$24.3B
$457K 0.01%
2,106
-513
DOV icon
732
Dover
DOV
$27.9B
$457K 0.01%
2,338
-33
EMBJ
733
Embraer S.A. ADS
EMBJ
$11.3B
$453K 0.01%
7,034
+406
XPEV icon
734
XPeng
XPEV
$17.5B
$452K 0.01%
22,299
+2,773
SNDK
735
Sandisk
SNDK
$83B
$452K 0.01%
+1,905
KEYS icon
736
Keysight
KEYS
$47.1B
$452K 0.01%
2,224
+462
FER icon
737
Ferrovial SE
FER
$46.6B
$452K 0.01%
6,990
+695
LECO icon
738
Lincoln Electric
LECO
$14.3B
$451K 0.01%
1,882
+410
DOCU
739
DocuSign
DOCU
$9.69B
$451K 0.01%
6,587
-622
FHN icon
740
First Horizon
FHN
$10.8B
$450K 0.01%
18,824
+338
LDOS icon
741
Leidos
LDOS
$22.4B
$448K 0.01%
2,482
+112
FHLC icon
742
Fidelity MSCI Health Care Index ETF
FHLC
$2.86B
$446K 0.01%
6,005
-1,737
VMBS icon
743
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.8B
$446K 0.01%
9,467
+1,532
WTRG icon
744
Essential Utilities
WTRG
$11.5B
$445K 0.01%
11,613
+803
HPE icon
745
Hewlett Packard
HPE
$28.2B
$444K 0.01%
18,505
+705
Q
746
Qnity Electronics Inc
Q
$23.2B
$444K 0.01%
+5,439
PAVE icon
747
Global X US Infrastructure Development ETF
PAVE
$11.5B
$443K 0.01%
9,279
-1,762
FNV icon
748
Franco-Nevada
FNV
$49.5B
$443K 0.01%
2,138
+205
EXG icon
749
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.77B
$442K 0.01%
46,361
ERIC icon
750
Ericsson
ERIC
$37.1B
$440K 0.01%
45,597
+8,487