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
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.7M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.81M
5
BND icon
Vanguard Total Bond Market
BND
+$7.14M

Top Sells

1
+$11.1M
2
+$8.26M
3
+$7.15M
4
OKLO
Oklo
OKLO
+$5.76M
5
RBLX icon
Roblox
RBLX
+$5.59M

Sector Composition

1 Financials 12.16%
2 Technology 11.72%
3 Communication Services 5.98%
4 Consumer Discretionary 3.96%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HMY icon
726
Harmony Gold Mining
HMY
$11.1B
$360K 0.01%
25,760
+1,118
KMB icon
727
Kimberly-Clark
KMB
$34.7B
$359K 0.01%
2,785
+729
PPL icon
728
PPL Corp
PPL
$27B
$358K 0.01%
10,549
+383
SPYV icon
729
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$29.2B
$357K 0.01%
6,824
+251
BSCU icon
730
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$1.91B
$356K 0.01%
21,230
+7,738
BMY icon
731
Bristol-Myers Squibb
BMY
$99B
$356K 0.01%
7,692
-6,331
SBAC icon
732
SBA Communications
SBAC
$20.7B
$356K 0.01%
1,515
+345
WRB icon
733
W.R. Berkley
WRB
$29.2B
$356K 0.01%
4,841
+32
ES icon
734
Eversource Energy
ES
$27.6B
$355K 0.01%
5,585
-371
AR icon
735
Antero Resources
AR
$10.6B
$355K 0.01%
8,810
-912
CAH icon
736
Cardinal Health
CAH
$49B
$354K 0.01%
2,110
+45
NWSA icon
737
News Corp Class A
NWSA
$14.7B
$353K 0.01%
11,892
-546
IDXX icon
738
Idexx Laboratories
IDXX
$56B
$353K 0.01%
658
-439
BSCW icon
739
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.05B
$352K 0.01%
17,087
+6,315
HQH
740
abrdn Healthcare Investors
HQH
$1B
$351K 0.01%
22,667
-1
DG icon
741
Dollar General
DG
$22.9B
$351K 0.01%
+3,065
EMBJ
742
Embraer S.A. ADS
EMBJ
$11.5B
$350K 0.01%
6,150
-171
NVDY icon
743
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.69B
$350K 0.01%
20,850
+856
CHRW icon
744
C.H. Robinson
CHRW
$17.9B
$349K 0.01%
3,634
+35
PSFF icon
745
Pacer Swan SOS Fund of Funds ETF
PSFF
$510M
$347K 0.01%
11,390
+65
SSNC icon
746
SS&C Technologies
SSNC
$20.7B
$347K 0.01%
4,192
+379
BBRE icon
747
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$932M
$346K 0.01%
3,759
-123
IX icon
748
ORIX
IX
$29B
$346K 0.01%
15,371
-490
IT icon
749
Gartner
IT
$16.6B
$346K 0.01%
856
+121
EME icon
750
Emcor
EME
$27.7B
$344K 0.01%
643
-7
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