AFG

Atomi Financial Group Portfolio holdings

AUM $2.64B
1-Year Est. Return 31.3%
This Quarter Est. Return
1 Year Est. Return
+31.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.8M
3
+$10M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.67M

Top Sells

1
+$5.58M
2
+$4M
3
+$3.63M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.19M
5
LIN icon
Linde
LIN
+$2.69M

Sector Composition

1 Technology 13%
2 Financials 12.43%
3 Communication Services 6.33%
4 Healthcare 3.67%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$94.9K 0.01%
46,272
+15,271
777
$88.2K 0.01%
28,934
+2,324
778
$84.6K 0.01%
11,928
-1,927
779
$75.6K 0.01%
11,238
-20,111
780
$75.6K 0.01%
2,671
+796
781
$71.9K 0.01%
+16,521
782
$69.6K 0.01%
+16,739
783
$65.6K ﹤0.01%
13,958
+1,334
784
$60.6K ﹤0.01%
55,095
+16,675
785
$58.5K ﹤0.01%
4,469
-2,015
786
$57.4K ﹤0.01%
18,832
787
$54.5K ﹤0.01%
+16,129
788
$47.9K ﹤0.01%
+11,771
789
$42.1K ﹤0.01%
13,100
+1,048
790
$40.1K ﹤0.01%
+10,500
791
$24.8K ﹤0.01%
10,791
-5,311
792
– –
-2,143
793
– –
-12,640
794
– –
-352
795
– –
-2,280
796
– –
-3,585
797
– –
-13,429
798
– –
-2,575
799
– –
-8,254
800
– –
-2,667
30 31
32
33 34