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
$3.09B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.6M

Top Sells

1
+$66.1M
2
+$23.3M
3
+$10.6M
4
COIN icon
Coinbase
COIN
+$7.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$6.5M

Sector Composition

1 Technology 12.43%
2 Financials 11.8%
3 Communication Services 6.25%
4 Consumer Discretionary 3.99%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EXPE icon
776
Expedia Group
EXPE
$33.3B
$367K 0.01%
1,718
+170
FICO icon
777
Fair Isaac
FICO
$36.4B
$367K 0.01%
245
+15
STX icon
778
Seagate
STX
$75B
$367K 0.01%
+1,554
SMCI icon
779
Super Micro Computer
SMCI
$19.2B
$365K 0.01%
7,617
+69
MCHP icon
780
Microchip Technology
MCHP
$41.2B
$365K 0.01%
5,681
+2,378
NLY icon
781
Annaly Capital Management
NLY
$16.3B
$365K 0.01%
18,044
+1,784
VMC icon
782
Vulcan Materials
VMC
$39.5B
$362K 0.01%
1,177
+192
IBDU icon
783
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.52B
$360K 0.01%
15,359
+1,447
ORI icon
784
Old Republic International
ORI
$10.6B
$360K 0.01%
8,482
-323
AME icon
785
Ametek
AME
$50.7B
$360K 0.01%
1,915
+253
SPYV icon
786
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$32.3B
$358K 0.01%
6,479
-345
VTR icon
787
Ventas
VTR
$36.5B
$357K 0.01%
5,095
+272
PSA icon
788
Public Storage
PSA
$50.7B
$356K 0.01%
1,234
+346
TIP icon
789
iShares TIPS Bond ETF
TIP
$14B
$354K 0.01%
3,182
-6,353
Z icon
790
Zillow
Z
$15.7B
$354K 0.01%
4,591
-890
FIS icon
791
Fidelity National Information Services
FIS
$31.4B
$353K 0.01%
5,361
-2,054
BBRE icon
792
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1B
$353K 0.01%
3,698
-61
PSFF icon
793
Pacer Swan SOS Fund of Funds ETF
PSFF
$553M
$352K 0.01%
11,145
-245
POOL icon
794
Pool Corp
POOL
$9.94B
$352K 0.01%
1,135
-270
PKX icon
795
POSCO
PKX
$18.2B
$352K 0.01%
7,147
+1,354
ROL icon
796
Rollins
ROL
$30.5B
$351K 0.01%
5,983
+816
EVR icon
797
Evercore
EVR
$14.4B
$351K 0.01%
1,041
+143
SLV icon
798
iShares Silver Trust
SLV
$48.4B
$351K 0.01%
8,287
+1,150
GPC icon
799
Genuine Parts
GPC
$19B
$351K 0.01%
2,531
+278
PAC icon
800
Grupo Aeroportuario del Pacifico
PAC
$14B
$350K 0.01%
1,475
+143
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