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
$2.19B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.9M
3
+$13.8M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.5M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$2.96M
4
GE icon
GE Aerospace
GE
+$2.9M
5
CAT icon
Caterpillar
CAT
+$2.53M

Sector Composition

1 Technology 10.69%
2 Financials 10.41%
3 Communication Services 6.08%
4 Consumer Discretionary 3.92%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$323K 0.01%
2,895
-196
727
$323K 0.01%
11,325
-201
728
$323K 0.01%
3,796
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729
$323K 0.01%
8,932
+1,072
730
$323K 0.01%
1,408
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731
$322K 0.01%
41,540
+1,288
732
$322K 0.01%
8,221
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733
$321K 0.01%
15,801
+3,276
734
$321K 0.01%
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735
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746
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736
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737
$319K 0.01%
+3,813
738
$318K 0.01%
+11,910
739
$318K 0.01%
+12,318
740
$317K 0.01%
4,889
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741
$317K 0.01%
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742
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2,208
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745
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746
$315K 0.01%
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747
$314K 0.01%
1,288
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748
$314K 0.01%
+3,041
749
$313K 0.01%
14,759
+485
750
$312K 0.01%
3,904
+450
28 29
30
31 32