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
SLF icon
751
Sun Life Financial
SLF
$32.8B
$342K 0.01%
+5,151
RMD icon
752
ResMed
RMD
$36.8B
$342K 0.01%
1,324
+61
EXC icon
753
Exelon
EXC
$45.8B
$339K 0.01%
7,813
-178
KVUE icon
754
Kenvue
KVUE
$32.1B
$339K 0.01%
16,185
-58
ORI icon
755
Old Republic International
ORI
$10.8B
$338K 0.01%
8,805
+307
EAGG icon
756
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.17B
$338K 0.01%
7,110
+467
TRGP icon
757
Targa Resources
TRGP
$36.4B
$336K 0.01%
1,931
-229
MUNI icon
758
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.25B
$336K 0.01%
+6,540
HPE icon
759
Hewlett Packard
HPE
$30.3B
$334K 0.01%
16,346
+3,735
SGDM icon
760
Sprott Gold Miners ETF
SGDM
$613M
$333K 0.01%
7,351
-1,856
FNF icon
761
Fidelity National Financial
FNF
$15.9B
$332K 0.01%
5,921
-2,214
COHR icon
762
Coherent
COHR
$22B
$331K 0.01%
3,715
-1,174
PRU icon
763
Prudential Financial
PRU
$37.7B
$331K 0.01%
3,079
+184
BAP icon
764
Credicorp
BAP
$20B
$331K 0.01%
1,479
-55
ASX icon
765
ASE Group
ASX
$31.9B
$329K 0.01%
31,888
-9,435
BURL icon
766
Burlington
BURL
$17.8B
$329K 0.01%
1,415
+16
DDWM icon
767
WisdomTree Dynamic International Equity Fund
DDWM
$834M
$329K 0.01%
8,294
-29,660
XYLD icon
768
Global X S&P 500 Covered Call ETF
XYLD
$3.13B
$329K 0.01%
8,439
+132
JEF icon
769
Jefferies Financial Group
JEF
$11.5B
$327K 0.01%
5,988
-1,046
VRSK icon
770
Verisk Analytics
VRSK
$30.3B
$327K 0.01%
1,051
-886
GDXJ icon
771
VanEck Junior Gold Miners ETF
GDXJ
$8.24B
$327K 0.01%
4,839
+35
NOK icon
772
Nokia
NOK
$36.5B
$327K 0.01%
63,121
+6,232
SCHZ icon
773
Schwab US Aggregate Bond ETF
SCHZ
$8.97B
$327K 0.01%
14,064
+2,191
RING icon
774
iShares MSCI Global Gold Miners ETF
RING
$2.36B
$326K 0.01%
+7,447
KDP icon
775
Keurig Dr Pepper
KDP
$36.7B
$326K 0.01%
9,860
+3,271
29 30
31
32 33