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
$3.38B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1 +$41.2M
2 +$26.4M
3 +$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Sector Composition

1 Technology 15.06%
2 Financials 10.36%
3 Communication Services 6.26%
4 Consumer Discretionary 4.52%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RMD icon
776
ResMed
RMD
$36.8B
$416K 0.01%
1,728
-101
IGF icon
777
iShares Global Infrastructure ETF
IGF
$9.92B
$414K 0.01%
6,742
+3
UNM icon
778
Unum
UNM
$12B
$411K 0.01%
5,306
-442
NEAR icon
779
iShares Short Maturity Bond ETF
NEAR
$4.07B
$411K 0.01%
8,034
-119
LNT icon
780
Alliant Energy
LNT
$18.4B
$411K 0.01%
6,315
-264
RPRX icon
781
Royalty Pharma
RPRX
$19.5B
$410K 0.01%
10,618
+1,896
EMLP icon
782
First Trust North American Energy Infrastructure Fund
EMLP
$3.93B
$410K 0.01%
10,816
+258
ES icon
783
Eversource Energy
ES
$28B
$409K 0.01%
6,081
-49
BLD icon
784
TopBuild
BLD
$10.9B
$409K 0.01%
981
+134
ACM icon
785
Aecom
ACM
$12.2B
$409K 0.01%
4,288
-236
XLSR icon
786
State Street US Sector Rotation ETF
XLSR
$895M
$408K 0.01%
6,552
-103
MDB icon
787
MongoDB
MDB
$22B
$408K 0.01%
972
+302
ITT icon
788
ITT
ITT
$16B
$405K 0.01%
2,335
+175
E icon
789
ENI
E
$70.2B
$405K 0.01%
10,667
+724
NVDY icon
790
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.31B
$404K 0.01%
27,647
+5,691
MDYG icon
791
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.51B
$403K 0.01%
4,355
-64
HQH
792
abrdn Healthcare Investors
HQH
$1B
$402K 0.01%
21,227
PAC icon
793
Grupo Aeroportuario del Pacifico
PAC
$12B
$402K 0.01%
1,524
+49
ALLE icon
794
Allegion
ALLE
$13B
$400K 0.01%
2,515
+259
ROKU icon
795
Roku
ROKU
$14.8B
$400K 0.01%
3,688
+902
RING icon
796
iShares MSCI Global Gold Miners ETF
RING
$3.6B
$399K 0.01%
5,423
-927
BBRE icon
797
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.1B
$398K 0.01%
4,294
+596
INDS icon
798
Pacer Industrial Real Estate ETF
INDS
$118M
$396K 0.01%
10,799
-3,960
ALC icon
799
Alcon
ALC
$39.6B
$394K 0.01%
5,006
+583
EVR icon
800
Evercore
EVR
$11.4B
$392K 0.01%
1,152
+111