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
$1.35B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.8M
3
+$10M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.67M

Top Sells

1
+$5.58M
2
+$4M
3
+$3.63M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.19M
5
LIN icon
Linde
LIN
+$2.69M

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 Change
in Stake 		Capital Flow
751
$178K 0.01%
16,887
+1,892
752
$177K 0.01%
12,260
+1,221
753
$169K 0.01%
26,503
-7,197
754
$165K 0.01%
39,299
+16,297
755
$164K 0.01%
17,860
+829
756
$158K 0.01%
+11,074
757
$156K 0.01%
+10,250
758
$156K 0.01%
22,062
+4,094
759
$152K 0.01%
14,293
-1,402
760
$150K 0.01%
12,395
761
$147K 0.01%
22,827
-2,351
762
$142K 0.01%
16,944
+5,158
763
$142K 0.01%
80,792
+30,438
764
$139K 0.01%
11,828
-460
765
$138K 0.01%
12,809
766
$135K 0.01%
10,348
-1,833
767
$133K 0.01%
+21,482
768
$125K 0.01%
15,188
+4,681
769
$119K 0.01%
14,452
-7,856
770
$111K 0.01%
29,315
+16,139
771
$108K 0.01%
10,782
-1,546
772
$105K 0.01%
18,249
+5,537
773
$101K 0.01%
10,698
774
$99.9K 0.01%
12,233
-175
775
$96.9K 0.01%
12,052
+1,329
29 30
31
32 33