AFG
Atomi Financial Group Portfolio holdings
AUM $2.19B
AUM
$2.19B
AUM Growth
+$213M (+11%)
Cap. Flow
+$313M
Cap. Flow % of AUM
14.29%
Top 10 Holdings %Top 10 Hldgs %
22.4%
Holding
1,116
New
152
Increased
629
Reduced
230
Closed
93
Top Buys
| 1 | $16.8M | |
| 2 | $15.9M | |
| 3 | $13.8M | |
| 4 | $12M | |
| 5 | $11.5M |
Top Sells
| 1 | $3.18M | |
| 2 | $3.14M | |
| 3 | $2.96M | |
| 4 | $2.9M | |
| 5 | $2.53M |
Sector Composition
| 1 | Technology | 10.73% |
| 2 | Financials | 10.41% |
| 3 | Communication Services | 6.08% |
| 4 | Consumer Discretionary | 3.88% |
| 5 | Healthcare | 3.28% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $292K | 0.01% | 2,216 | New | +$292K | |||
| $292K | 0.01% | 2,803 +506 | +22% | +$52.7K | |||
| $292K | 0.01% | 6,321 | New | +$292K | |||
| $292K | 0.01% | 9,420 +1,907 | +25% | +$59.1K | |||
| $291K | 0.01% | 1,904 +290 | +18% | +$44.3K | |||
| $290K | 0.01% | 1,384 +160 | +13% | +$33.6K | |||
| $290K | 0.01% | 8,890 | New | +$290K | |||
| $290K | 0.01% | 1,307 -92 | -7% | -$20.4K | |||
| $289K | 0.01% | 5,799 -227 | -4% | -$11.3K | |||
| $289K | 0.01% | 28,796 | New | +$289K | |||
| $289K | 0.01% | 5,819 | New | +$289K | |||
| $288K | 0.01% | 6,640 +3 | +0.1% | +$130 | |||
| $288K | 0.01% | 1,452 -191 | -12% | -$37.8K | |||
| $287K | 0.01% | 6,385 +1,124 | +21% | +$50.5K | |||
| $286K | 0.01% | 13,851 -1,900 | -12% | -$39.2K | |||
| $286K | 0.01% | 3,704 +297 | +9% | +$22.9K | |||
| $286K | 0.01% | 1,534 -28 | -2% | -$5.21K | |||
| $284K | 0.01% | 2,065 +47 | +2% | +$6.48K | |||
| $284K | 0.01% | 5,925 -807 | -12% | -$38.7K | |||
| $284K | 0.01% | 1,310 | New | +$284K | |||
| $283K | 0.01% | 3,700 -216 | -6% | -$16.5K | |||
| $283K | 0.01% | 1,879 +265 | +16% | +$39.9K | |||
| $283K | 0.01% | 1,263 +187 | +17% | +$41.9K | |||
| $282K | 0.01% | 60,746 +1,299 | +2% | +$6.04K | |||
| $282K | 0.01% | 3,775 -1,040 | -22% | -$77.7K |
