AFG

Atomi Financial Group Portfolio holdings

AUM $3.38B
1-Year Est. Return 32.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.12%
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
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
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
751
$342K 0.01%
+5,151
752
$342K 0.01%
1,324
+61
753
$339K 0.01%
7,813
-178
754
$339K 0.01%
16,185
-58
755
$338K 0.01%
8,805
+307
756
$338K 0.01%
7,110
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757
$336K 0.01%
1,931
-229
758
$336K 0.01%
+6,540
759
$334K 0.01%
16,346
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760
$333K 0.01%
7,351
-1,856
761
$332K 0.01%
5,921
-2,214
762
$331K 0.01%
3,715
-1,174
763
$331K 0.01%
3,079
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764
$331K 0.01%
1,479
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765
$329K 0.01%
31,888
-9,435
766
$329K 0.01%
1,415
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767
$329K 0.01%
8,294
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768
$329K 0.01%
8,439
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769
$327K 0.01%
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-1,046
770
$327K 0.01%
1,051
-886
771
$327K 0.01%
4,839
+35
772
$327K 0.01%
63,121
+6,232
773
$327K 0.01%
14,064
+2,191
774
$326K 0.01%
+7,447
775
$326K 0.01%
9,860
+3,271
29 30
31
32 33