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
$1.35B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.8M
3
+$10M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.67M

Top Sells

1
+$5.58M
2
+$4M
3
+$3.63M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.19M
5
LIN icon
Linde
LIN
+$2.69M

Sector Composition

1 Technology 13%
2 Financials 12.43%
3 Communication Services 6.33%
4 Healthcare 3.67%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$207K 0.02%
+5,809
727
$206K 0.02%
+2,200
728
$206K 0.02%
+3,829
729
$206K 0.02%
+5,500
730
$205K 0.02%
+4,738
731
$205K 0.02%
+3,873
732
$205K 0.02%
+2,957
733
$204K 0.02%
+6,600
734
$204K 0.02%
+3,811
735
$204K 0.02%
6,258
-4,419
736
$203K 0.02%
15,923
+3,285
737
$202K 0.02%
+4,752
738
$202K 0.02%
1,156
+90
739
$202K 0.01%
+529
740
$202K 0.01%
6,416
+628
741
$201K 0.01%
+4,076
742
$201K 0.01%
89,818
+36,125
743
$201K 0.01%
+9,599
744
$200K 0.01%
15,052
-9
745
$200K 0.01%
+1,837
746
$200K 0.01%
+4,097
747
$199K 0.01%
20,550
+1,800
748
$187K 0.01%
+11,854
749
$184K 0.01%
11,391
+298
750
$184K 0.01%
14,503
-1,162
28 29
30
31 32