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
$3.09B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.6M

Top Sells

1
+$66.1M
2
+$23.3M
3
+$10.6M
4
COIN icon
Coinbase
COIN
+$7.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$6.5M

Sector Composition

1 Technology 12.43%
2 Financials 11.8%
3 Communication Services 6.25%
4 Consumer Discretionary 3.99%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IGF icon
726
iShares Global Infrastructure ETF
IGF
$9.03B
$412K 0.01%
6,739
-1,040
BSCW icon
727
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.31B
$411K 0.01%
19,689
+2,602
RING icon
728
iShares MSCI Global Gold Miners ETF
RING
$3.49B
$411K 0.01%
6,350
-1,097
BSCS icon
729
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.24B
$411K 0.01%
19,976
+623
PINS icon
730
Pinterest
PINS
$17.2B
$410K 0.01%
12,739
+1,762
MPWR icon
731
Monolithic Power Systems
MPWR
$49.5B
$409K 0.01%
445
+82
KNG icon
732
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.46B
$409K 0.01%
+8,299
GDV icon
733
Gabelli Dividend & Income Trust
GDV
$2.51B
$408K 0.01%
+15,041
ESGE icon
734
iShares ESG Aware MSCI EM ETF
ESGE
$5.84B
$407K 0.01%
9,370
+1,276
GRMN icon
735
Garmin
GRMN
$40.7B
$407K 0.01%
1,652
+158
PPL icon
736
PPL Corp
PPL
$27.2B
$407K 0.01%
10,942
+393
PFGC icon
737
Performance Food Group
PFGC
$15.3B
$405K 0.01%
3,896
+453
MDYG icon
738
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.58B
$405K 0.01%
4,419
-11
EMLP icon
739
First Trust North American Energy Infrastructure Fund
EMLP
$3.49B
$404K 0.01%
10,558
+460
WWD icon
740
Woodward
WWD
$20B
$403K 0.01%
1,596
+47
EMBJ
741
Embraer S.A. ADS
EMBJ
$13.3B
$401K 0.01%
6,628
+478
ALLE icon
742
Allegion
ALLE
$14.2B
$400K 0.01%
2,256
+377
SGI
743
Somnigroup International
SGI
$19.7B
$398K 0.01%
4,725
+464
WRB icon
744
W.R. Berkley
WRB
$25.8B
$397K 0.01%
5,186
+345
DIHP icon
745
Dimensional International High Profitability ETF
DIHP
$5.22B
$397K 0.01%
+13,058
XLSR icon
746
State Street US Sector Rotation ETF
XLSR
$883M
$397K 0.01%
6,655
-187
DVY icon
747
iShares Select Dividend ETF
DVY
$21.5B
$396K 0.01%
2,785
+74
DOV icon
748
Dover
DOV
$28.3B
$396K 0.01%
2,371
+219
XLC icon
749
State Street Communication Services Select Sector SPDR ETF
XLC
$26B
$395K 0.01%
3,336
-2,278
FLUT icon
750
Flutter Entertainment
FLUT
$32.3B
$393K 0.01%
1,547
+193
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30
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