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
$1.98B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.5M
3
+$12.7M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$2.86M
2
+$2.27M
3
+$2.12M
4
NEE icon
NextEra Energy
NEE
+$2.05M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.84M

Sector Composition

1 Technology 12.68%
2 Financials 11.38%
3 Communication Services 6.72%
4 Consumer Discretionary 4.45%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$269K 0.01%
10,092
-9,875
777
$267K 0.01%
817
+140
778
$267K 0.01%
890
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779
$266K 0.01%
3,707
+284
780
$265K 0.01%
983
781
$263K 0.01%
+1,821
782
$263K 0.01%
+1,424
783
$263K 0.01%
9,835
+683
784
$262K 0.01%
+31,275
785
$262K 0.01%
3,548
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786
$262K 0.01%
1,816
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787
$261K 0.01%
22,212
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788
$261K 0.01%
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789
$261K 0.01%
1,224
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790
$260K 0.01%
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791
$259K 0.01%
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792
$259K 0.01%
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$258K 0.01%
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$258K 0.01%
5,695
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795
$257K 0.01%
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796
$257K 0.01%
951
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797
$255K 0.01%
3,026
+950
798
$255K 0.01%
+2,625
799
$254K 0.01%
+7,267
800
$254K 0.01%
+2,551
30 31
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