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
$1.98B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.5M
3
+$12.7M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$2.86M
2
+$2.27M
3
+$2.12M
4
NEE icon
NextEra Energy
NEE
+$2.05M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.84M

Sector Composition

1 Technology 12.68%
2 Financials 11.38%
3 Communication Services 6.72%
4 Consumer Discretionary 4.45%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$280K 0.01%
2,415
+150
752
$280K 0.01%
1,719
+45
753
$279K 0.01%
1,221
-15
754
$279K 0.01%
21,153
+2,014
755
$279K 0.01%
7,714
+302
756
$279K 0.01%
5,791
+374
757
$279K 0.01%
59,447
+3,759
758
$278K 0.01%
+4,122
759
$278K 0.01%
+2,619
760
$277K 0.01%
3,550
-1,315
761
$277K 0.01%
4,695
+499
762
$276K 0.01%
8,264
+361
763
$276K 0.01%
8,274
-423
764
$275K 0.01%
12,940
-940
765
$275K 0.01%
+3,245
766
$275K 0.01%
+6,637
767
$274K 0.01%
565
+108
768
$274K 0.01%
6,219
-51,525
769
$273K 0.01%
1,345
+82
770
$271K 0.01%
+1,519
771
$271K 0.01%
+11,295
772
$271K 0.01%
2,335
+166
773
$271K 0.01%
2,667
-1,427
774
$270K 0.01%
3,442
+224
775
$270K 0.01%
+2,185
29 30
31
32 33