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
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
3 Communication Services 5.98%
4 Consumer Discretionary 3.96%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$325K 0.01%
2,219
+182
777
$325K 0.01%
13,912
+3,266
778
$325K 0.01%
11,038
-1,161
779
$322K 0.01%
3,759
-1,411
780
$322K 0.01%
17,986
+964
781
$320K 0.01%
39,585
782
$320K 0.01%
3,577
-40
783
$320K 0.01%
9,282
-4,282
784
$320K 0.01%
37,711
-3,829
785
$320K 0.01%
3,253
-113
786
$319K 0.01%
3,166
-489
787
$318K 0.01%
9,808
+119
788
$318K 0.01%
2,817
+634
789
$317K 0.01%
2,984
-147
790
$317K 0.01%
8,094
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791
$316K 0.01%
7,530
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792
$316K 0.01%
4,053
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793
$315K 0.01%
5,981
-4,354
794
$315K 0.01%
1,049
+61
795
$312K 0.01%
1,494
+184
796
$311K 0.01%
7,817
+317
797
$310K 0.01%
1,090
-509
798
$309K 0.01%
+4,832
799
$308K 0.01%
+2,893
800
$306K 0.01%
1,626
+174
30 31
32
33 34