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
$1.6B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.7M
3
+$13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.83M

Top Sells

1
+$10.6M
2
+$4.67M
3
+$3.12M
4
QCOM icon
Qualcomm
QCOM
+$3.12M
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$3.03M

Sector Composition

1 Technology 11.83%
2 Financials 11.12%
3 Communication Services 6.02%
4 Consumer Discretionary 3.97%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$238K 0.01%
+2,541
777
$238K 0.01%
1,087
-23
778
$238K 0.01%
1,759
-161
779
$237K 0.01%
20,213
-605
780
$236K 0.01%
+2,641
781
$236K 0.01%
4,647
-141
782
$236K 0.01%
+1,302
783
$235K 0.01%
+1,078
784
$235K 0.01%
+1,223
785
$234K 0.01%
+8,354
786
$234K 0.01%
520
-29
787
$233K 0.01%
20,096
+5,803
788
$233K 0.01%
32,264
+9,437
789
$233K 0.01%
+572
790
$232K 0.01%
2,872
-723
791
$232K 0.01%
+1,838
792
$232K 0.01%
+457
793
$232K 0.01%
3,765
-125
794
$231K 0.01%
23,000
+2,450
795
$231K 0.01%
+5,625
796
$230K 0.01%
892
-100
797
$230K 0.01%
1,186
+30
798
$229K 0.01%
+2,650
799
$227K 0.01%
2,398
-7
800
$227K 0.01%
+2,756
30 31
32
33 34