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

Top Buys

1
+$11M
2
+$10.7M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.81M
5
BND icon
Vanguard Total Bond Market
BND
+$7.14M

Top Sells

1
+$11.1M
2
+$8.26M
3
+$7.15M
4
OKLO
Oklo
OKLO
+$5.76M
5
RBLX icon
Roblox
RBLX
+$5.59M

Sector Composition

1 Financials 12.16%
2 Technology 11.72%
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
TW icon
776
Tradeweb Markets
TW
$23.5B
$325K 0.01%
2,219
+182
IBDU icon
777
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.93B
$325K 0.01%
13,912
+3,266
GEN icon
778
Gen Digital
GEN
$16.5B
$325K 0.01%
11,038
-1,161
BIDU icon
779
Baidu
BIDU
$41.5B
$322K 0.01%
3,759
-1,411
XPEV icon
780
XPeng
XPEV
$25.1B
$322K 0.01%
17,986
+964
PHT
781
DELISTED
Pioneer High Income Fund
PHT
$320K 0.01%
39,585
PNW icon
782
Pinnacle West Capital
PNW
$10.6B
$320K 0.01%
3,577
-40
XSOE icon
783
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.12B
$320K 0.01%
9,282
-4,282
ERIC icon
784
Ericsson
ERIC
$32.8B
$320K 0.01%
37,711
-3,829
XMHQ icon
785
Invesco S&P MidCap Quality ETF
XMHQ
$5.27B
$320K 0.01%
3,253
-113
DEO icon
786
Diageo
DEO
$53.4B
$319K 0.01%
3,166
-489
E icon
787
ENI
E
$56.7B
$318K 0.01%
9,808
+119
ACM icon
788
Aecom
ACM
$17.7B
$318K 0.01%
2,817
+634
STT icon
789
State Street
STT
$33B
$317K 0.01%
2,984
-147
ESGE icon
790
iShares ESG Aware MSCI EM ETF
ESGE
$5.6B
$317K 0.01%
8,094
+75
OXY icon
791
Occidental Petroleum
OXY
$41.4B
$316K 0.01%
7,530
+2,590
CTSH icon
792
Cognizant
CTSH
$35.5B
$316K 0.01%
4,053
-368
JSI icon
793
Janus Henderson Securitized Income ETF
JSI
$1.21B
$315K 0.01%
5,981
-4,354
COR icon
794
Cencora
COR
$70.9B
$315K 0.01%
1,049
+61
GRMN icon
795
Garmin
GRMN
$37.5B
$312K 0.01%
1,494
+184
CALF icon
796
Pacer US Small Cap Cash Cows 100 ETF
CALF
$4.01B
$311K 0.01%
7,817
+317
VOT icon
797
Vanguard Mid-Cap Growth ETF
VOT
$17.1B
$310K 0.01%
1,090
-509
WDC icon
798
Western Digital
WDC
$53.7B
$309K 0.01%
+4,832
NTAP icon
799
NetApp
NTAP
$21.9B
$308K 0.01%
+2,893
PKG icon
800
Packaging Corp of America
PKG
$17.9B
$306K 0.01%
1,626
+174
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