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
$1.6B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.7M
3
+$13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.83M

Top Sells

1
+$10.6M
2
+$4.67M
3
+$3.12M
4
QCOM icon
Qualcomm
QCOM
+$3.12M
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$3.03M

Sector Composition

1 Technology 11.83%
2 Financials 11.12%
3 Communication Services 6.02%
4 Consumer Discretionary 3.97%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$265K 0.02%
1,896
+15
727
$265K 0.02%
+2,211
728
$264K 0.02%
12,910
+636
729
$264K 0.02%
+3,419
730
$264K 0.02%
+3,936
731
$263K 0.02%
3,887
-564
732
$263K 0.02%
+9,896
733
$263K 0.02%
7,412
+812
734
$262K 0.02%
8,697
+1,954
735
$261K 0.02%
5,206
-270
736
$260K 0.02%
431
-10
737
$259K 0.02%
5,492
+754
738
$258K 0.02%
+3,218
739
$258K 0.02%
+3,608
740
$258K 0.02%
1,236
+114
741
$257K 0.02%
+3,187
742
$257K 0.02%
6,476
-2,154
743
$257K 0.02%
25,609
-3,033
744
$256K 0.02%
33,810
+12,328
745
$255K 0.02%
3,423
+466
746
$253K 0.02%
+8,217
747
$253K 0.02%
+1,067
748
$253K 0.02%
+1,730
749
$253K 0.02%
+4,303
750
$252K 0.02%
+1,414
28 29
30
31 32