AFG

Atomi Financial Group Portfolio holdings

AUM $2.64B
1-Year Return 31.3%
This Quarter Return
+2.42%
1 Year Return
+31.3%
3 Year Return
5 Year Return
10 Year Return
AUM
$1.35B
AUM Growth
+$267M
Cap. Flow
+$260M
Cap. Flow %
19.25%
Top 10 Hldgs %
24.64%
Holding
853
New
125
Increased
487
Reduced
165
Closed
61

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 Shares
Change %
Capital Flow
SCHC icon
726
Schwab International Small-Cap Equity ETF
SCHC
$4.81B
$207K 0.02%
+5,809
New +$207K
OKTA icon
727
Okta
OKTA
$16.1B
$206K 0.02%
+2,200
New +$206K
EBAY icon
728
eBay
EBAY
$42.3B
$206K 0.02%
+3,829
New +$206K
OCTZ
729
TrueShares Structured Outcome October ETF
OCTZ
$17.7M
$206K 0.02%
+5,500
New +$206K
ZION icon
730
Zions Bancorporation
ZION
$8.34B
$205K 0.02%
+4,738
New +$205K
USFD icon
731
US Foods
USFD
$17.5B
$205K 0.02%
+3,873
New +$205K
EQR icon
732
Equity Residential
EQR
$25.5B
$205K 0.02%
+2,957
New +$205K
ORI icon
733
Old Republic International
ORI
$10.1B
$204K 0.02%
+6,600
New +$204K
DOCU icon
734
DocuSign
DOCU
$16.1B
$204K 0.02%
+3,811
New +$204K
SPIB icon
735
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
$204K 0.02%
6,258
-4,419
-41% -$144K
RA
736
Brookfield Real Assets Income Fund
RA
$749M
$203K 0.02%
15,923
+3,285
+26% +$41.9K
EEM icon
737
iShares MSCI Emerging Markets ETF
EEM
$19.2B
$202K 0.02%
+4,752
New +$202K
RL icon
738
Ralph Lauren
RL
$18.9B
$202K 0.02%
1,156
+90
+8% +$15.8K
CASY icon
739
Casey's General Stores
CASY
$18.8B
$202K 0.01%
+529
New +$202K
FAST icon
740
Fastenal
FAST
$55.1B
$202K 0.01%
6,416
+628
+11% +$19.7K
FNF icon
741
Fidelity National Financial
FNF
$16.5B
$201K 0.01%
+4,076
New +$201K
BBD icon
742
Banco Bradesco
BBD
$33.6B
$201K 0.01%
89,818
+36,125
+67% +$80.9K
BSJT icon
743
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$329M
$201K 0.01%
+9,599
New +$201K
ICLN icon
744
iShares Global Clean Energy ETF
ICLN
$1.59B
$200K 0.01%
15,052
-9
-0.1% -$120
CPT icon
745
Camden Property Trust
CPT
$11.9B
$200K 0.01%
+1,837
New +$200K
EZU icon
746
iShare MSCI Eurozone ETF
EZU
$7.85B
$200K 0.01%
+4,097
New +$200K
HYT icon
747
BlackRock Corporate High Yield Fund
HYT
$1.48B
$199K 0.01%
20,550
+1,800
+10% +$17.4K
FHN icon
748
First Horizon
FHN
$11.3B
$187K 0.01%
+11,854
New +$187K
TSLY icon
749
YieldMax TSLA Option Income Strategy ETF
TSLY
$1.08B
$184K 0.01%
11,391
+298
+3% +$4.82K
PATH icon
750
UiPath
PATH
$6.15B
$184K 0.01%
14,503
-1,162
-7% -$14.7K