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AFG

Atomi Financial Group Portfolio holdings

AUM $3.84B
1-Year Est. Return 30.73%
This Fund
S&P 500
This Quarter Est. Return
+2.07%
1 Year Est. Return
+30.73%
3 Year Est. Return
+138.65%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$3.41B
AUM Growth
+$316M
Cap. Flow
+$306M
Cap. Flow %
8.97%
Top 10 Hldgs %
22.56%
Holding
1,284
New
119
Increased
691
Reduced
366
Closed
78

Top Buys

Rank Stock Value
1
FIG
Figma
FIG
+$41.2M
2
AVGO icon
Broadcom
AVGO
+$26.4M
3
AAPL icon
Apple
AAPL
+$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Top Sells

Rank Stock Value
1
OKLO
Oklo
OKLO
+$25M
2
SCHH icon
Schwab US REIT ETF
SCHH
+$12.8M
3
MBB icon
iShares MBS ETF
MBB
+$9.99M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$9.61M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$8.91M

Sector Composition

Rank Sector Weight
1 Technology 14.94%
2 Financials 10.4%
3 Communication Services 6.21%
4 Consumer Discretionary 4.49%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MTB icon
776
M&T Bank
MTB
$36.1B
$420K 0.01%
2,083
-36
-2% -$6.88K
UMC icon
777
United Microelectronic
UMC
$48.2B
$418K 0.01%
53,144
+8,371
+19% +$63.5K
GDXJ icon
778
VanEck Junior Gold Miners ETF
GDXJ
$7.86B
$417K 0.01%
3,669
-861
-19% -$89K
RMD icon
779
ResMed
RMD
$32.4B
$416K 0.01%
1,728
-101
-6% -$25.8K
IGF icon
780
iShares Global Infrastructure ETF
IGF
$10.8B
$414K 0.01%
6,742
+3
+0% +$185
UNM icon
781
Unum
UNM
$14.2B
$411K 0.01%
5,306
-442
-8% -$33.8K
NEAR icon
782
iShares Short Maturity Bond ETF
NEAR
$4.85B
$411K 0.01%
8,034
-119
-1% -$6.09K
LNT icon
783
Alliant Energy
LNT
$18B
$411K 0.01%
6,315
-264
-4% -$17.7K
RPRX icon
784
Royalty Pharma
RPRX
$25.4B
$410K 0.01%
10,618
+1,896
+22% +$72.3K
EMLP icon
785
First Trust North American Energy Infrastructure Fund
EMLP
$4.1B
$410K 0.01%
10,816
+258
+2% +$9.84K
ES icon
786
Eversource Energy
ES
$27.1B
$409K 0.01%
6,081
-49
-0.8% -$3.44K
BLD
787
DELISTED
TopBuild
BLD
$409K 0.01%
981
+134
+16% +$57.5K
ACM icon
788
Aecom
ACM
$9.63B
$409K 0.01%
4,288
-236
-5% -$27.8K
XLSR icon
789
State Street US Sector Rotation ETF
XLSR
$1.04B
$408K 0.01%
6,552
-103
-2% -$6.32K
MDB icon
790
MongoDB
MDB
$29.8B
$408K 0.01%
972
+302
+45% +$110K
ITT icon
791
ITT
ITT
$19.2B
$405K 0.01%
2,335
+175
+8% +$31.4K
E icon
792
ENI
E
$78.5B
$405K 0.01%
10,667
+724
+7% +$26.6K
NVDY icon
793
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.44B
$404K 0.01%
27,647
+5,691
+26% +$87.6K
MDYG icon
794
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.89B
$403K 0.01%
4,355
-64
-1% -$5.88K
HQH
795
abrdn Healthcare Investors
HQH
$1.31B
$402K 0.01%
21,227
– –
PAC icon
796
Grupo Aeroportuario del Pacifico
PAC
$13.2B
$402K 0.01%
1,524
+49
+3% +$11.4K
ALLE icon
797
Allegion
ALLE
$14.3B
$400K 0.01%
2,515
+259
+11% +$43.2K
ROKU icon
798
Roku
ROKU
$22.3B
$400K 0.01%
3,688
+902
+32% +$91.5K
RING icon
799
iShares MSCI Global Gold Miners ETF
RING
$2.38B
$399K 0.01%
5,423
-927
-15% -$62.6K
BBRE icon
800
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.27B
$398K 0.01%
4,294
+596
+16% +$56.1K
30 31
32
33 34

Similar funds

HFCIX
H&F Corporate Investors X San Francisco, California $3.85B AUM
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
AC
Anther Capital Hong Kong $3.83B AUM
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
IP
Interval Partners New York $3.82B AUM 27.38% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $3.81B AUM 26.36% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

Atomi Financial Group's Q4 2025 Portfolio in Review

As of Q4 2025, Atomi Financial Group held 1,284 positions worth $3.41B, up 10% from $3.09B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

Atomi Financial Group deployed $306M of net new capital in Q4 2025, opening 119 new positions and adding to 691 existing holdings. Its largest new stake was Figma: 911,342 shares worth $34.1M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 12% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Oklo, an estimated $25M trimmed.

  • Atomi Financial Group's largest Q4 2025 buy was Figma: 911,342 shares worth $34.1M.
  • Atomi Financial Group added most to Broadcom in Q4 2025, an estimated $26.4M increase.
  • Atomi Financial Group's biggest Q4 2025 reduction was Oklo, cutting an estimated $25M.
  • Atomi Financial Group fully exited iShares iBonds Dec 2025 Term Treasury ETF in Q4 2025, selling an estimated $2.27M.
  • Atomi Financial Group's ten largest holdings make up 23% of its $3.41B portfolio in Q4 2025.
  • Atomi Financial Group opened 119 new positions and closed 78 in Q4 2025.
  • Atomi Financial Group's portfolio value rose 10% quarter-over-quarter to $3.41B.

Based on Atomi Financial Group's 13F filing for Q4 2025, filed 19 Feb 2026.