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AFG

Atomi Financial Group Portfolio holdings

AUM $3.84B
1-Year Est. Return 30.73%
This Fund
S&P 500
This Quarter Est. Return
+2.07%
1 Year Est. Return
+30.73%
3 Year Est. Return
+138.65%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$3.41B
AUM Growth
+$316M
Cap. Flow
+$306M
Cap. Flow %
8.97%
Top 10 Hldgs %
22.56%
Holding
1,284
New
119
Increased
691
Reduced
366
Closed
78

Top Buys

Rank Stock Value
1
FIG
Figma
FIG
+$41.2M
2
AVGO icon
Broadcom
AVGO
+$26.4M
3
AAPL icon
Apple
AAPL
+$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Top Sells

Rank Stock Value
1
OKLO
Oklo
OKLO
+$25M
2
SCHH icon
Schwab US REIT ETF
SCHH
+$12.8M
3
MBB icon
iShares MBS ETF
MBB
+$9.99M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$9.61M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$8.91M

Sector Composition

Rank Sector Weight
1 Technology 14.94%
2 Financials 10.4%
3 Communication Services 6.21%
4 Consumer Discretionary 4.49%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOD icon
726
Vodafone
VOD
$37B
$463K 0.01%
35,020
+6,055
+21% +$73.3K
CX icon
727
Cemex
CX
$16.3B
$462K 0.01%
40,245
+8,191
+26% +$84.7K
MPWR icon
728
Monolithic Power Systems
MPWR
$66.8B
$461K 0.01%
508
+63
+14% +$60.6K
FIS icon
729
Fidelity National Information Services
FIS
$22.1B
$461K 0.01%
6,935
+1,574
+29% +$104K
ALAB icon
730
Astera Labs
ALAB
$57.5B
$460K 0.01%
2,766
+1,371
+98% +$229K
AME icon
731
Ametek
AME
$57.6B
$459K 0.01%
2,236
+321
+17% +$62.5K
MET icon
732
MetLife
MET
$63.7B
$459K 0.01%
5,812
-193
-3% -$15.3K
SPMO icon
733
Invesco S&P 500 Momentum ETF
SPMO
$21.8B
$458K 0.01%
3,839
-5,036
-57% -$604K
EFX icon
734
Equifax
EFX
$20.7B
$457K 0.01%
2,106
-513
-20% -$112K
DOV icon
735
Dover
DOV
$28.4B
$457K 0.01%
2,338
-33
-1% -$6.01K
EMBJ
736
Embraer S.A. ADS
EMBJ
$12.8B
$453K 0.01%
7,034
+406
+6% +$25.5K
XPEV icon
737
XPeng
XPEV
$11.2B
$452K 0.01%
22,299
+2,773
+14% +$60.2K
SNDK
738
Sandisk
SNDK
$184B
$452K 0.01%
+1,905
New +$382K
KEYS icon
739
Keysight
KEYS
$57.6B
$452K 0.01%
2,224
+462
+26% +$85.7K
FER icon
740
Ferrovial N.V. Ordinary Shares
FER
$47.1B
$452K 0.01%
7,057
+701
+11% +$44.4K
LECO icon
741
Lincoln Electric
LECO
$15.2B
$451K 0.01%
1,882
+410
+28% +$97.1K
DOCU
742
DocuSign
DOCU
$10.9B
$451K 0.01%
6,587
-622
-9% -$43K
FHN icon
743
First Horizon
FHN
$12.1B
$450K 0.01%
18,824
+338
+2% +$7.54K
LDOS icon
744
Leidos
LDOS
$17B
$448K 0.01%
2,482
+112
+5% +$21.2K
FHLC icon
745
Fidelity MSCI Health Care Index ETF
FHLC
$3.33B
$446K 0.01%
6,005
-1,737
-22% -$125K
VMBS icon
746
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$446K 0.01%
9,467
+1,532
+19% +$72.2K
WTRG icon
747
Essential Utilities
WTRG
$11.3B
$445K 0.01%
11,613
+803
+7% +$31.6K
HPE icon
748
Hewlett Packard
HPE
$69.4B
$444K 0.01%
18,505
+705
+4% +$16.6K
Q
749
Qnity Electronics Inc
Q
$27.9B
$444K 0.01%
+5,439
New +$462K
PAVE icon
750
Global X US Infrastructure Development ETF
PAVE
$15.1B
$443K 0.01%
9,279
-1,762
-16% -$84.5K
28 29
30
31 32

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HFCIX
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TRCT
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DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
AC
Anther Capital Hong Kong $3.83B AUM
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
IP
Interval Partners New York $3.82B AUM 27.38% 1-Year Est. Return
TCIM
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AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

Atomi Financial Group's Q4 2025 Portfolio in Review

As of Q4 2025, Atomi Financial Group held 1,284 positions worth $3.41B, up 10% from $3.09B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

Atomi Financial Group deployed $306M of net new capital in Q4 2025, opening 119 new positions and adding to 691 existing holdings. Its largest new stake was Figma: 911,342 shares worth $34.1M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 12% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Oklo, an estimated $25M trimmed.

  • Atomi Financial Group's largest Q4 2025 buy was Figma: 911,342 shares worth $34.1M.
  • Atomi Financial Group added most to Broadcom in Q4 2025, an estimated $26.4M increase.
  • Atomi Financial Group's biggest Q4 2025 reduction was Oklo, cutting an estimated $25M.
  • Atomi Financial Group fully exited iShares iBonds Dec 2025 Term Treasury ETF in Q4 2025, selling an estimated $2.27M.
  • Atomi Financial Group's ten largest holdings make up 23% of its $3.41B portfolio in Q4 2025.
  • Atomi Financial Group opened 119 new positions and closed 78 in Q4 2025.
  • Atomi Financial Group's portfolio value rose 10% quarter-over-quarter to $3.41B.

Based on Atomi Financial Group's 13F filing for Q4 2025, filed 19 Feb 2026.