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
751
$252K 0.02%
7,013
+400
752
$251K 0.02%
+7,473
753
$251K 0.02%
+3,470
754
$251K 0.02%
+5,070
755
$250K 0.02%
3,154
+96
756
$250K 0.02%
+9,152
757
$250K 0.02%
23,894
+2,690
758
$249K 0.02%
8,702
-1,337
759
$249K 0.02%
+6,323
760
$248K 0.02%
+2,090
761
$246K 0.02%
+1,363
762
$244K 0.02%
+4,882
763
$243K 0.02%
2,466
-1,046
764
$242K 0.02%
+12,244
765
$242K 0.02%
23,172
+2,049
766
$242K 0.02%
49,741
+10,442
767
$242K 0.02%
+1,215
768
$241K 0.02%
14,517
-14,444
769
$241K 0.02%
+8,790
770
$241K 0.02%
+6,733
771
$240K 0.02%
17,552
+1,629
772
$240K 0.02%
16,804
+5,413
773
$240K 0.02%
7,854
-3,137
774
$238K 0.01%
22,518
+7,330
775
$238K 0.01%
+5,041
29 30
31
32 33