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
$3.09B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.6M

Top Sells

1
+$66.1M
2
+$23.3M
3
+$10.6M
4
COIN icon
Coinbase
COIN
+$7.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$6.5M

Sector Composition

1 Technology 12.43%
2 Financials 11.8%
3 Communication Services 6.25%
4 Consumer Discretionary 3.99%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTI icon
801
TechnipFMC
FTI
$21.1B
$349K 0.01%
8,844
+1,348
COOP
802
DELISTED
Mr. Cooper
COOP
$348K 0.01%
1,652
+214
ROST icon
803
Ross Stores
ROST
$61.4B
$348K 0.01%
2,283
+454
E icon
804
ENI
E
$56.5B
$348K 0.01%
9,943
+135
LECO icon
805
Lincoln Electric
LECO
$13.9B
$347K 0.01%
1,472
+201
NTRA icon
806
Natera
NTRA
$32.7B
$347K 0.01%
2,153
-129
PWP icon
807
Perella Weinberg Partners
PWP
$1.44B
$346K 0.01%
16,221
-7,315
LEN icon
808
Lennar Class A
LEN
$28.4B
$346K 0.01%
2,741
+662
SBS icon
809
Sabesp
SBS
$16.7B
$346K 0.01%
14,294
+1,433
FSK icon
810
FS KKR Capital
FSK
$4.02B
$345K 0.01%
23,118
-711
TLN
811
Talen Energy Corp
TLN
$16.3B
$342K 0.01%
803
+65
FTAI icon
812
FTAI Aviation
FTAI
$28.7B
$341K 0.01%
+2,043
LUMN icon
813
Lumen
LUMN
$8.22B
$341K 0.01%
55,684
+1,978
AIRR icon
814
First Trust RBA American Industrial Renaissance ETF
AIRR
$7.63B
$340K 0.01%
3,513
-1,712
UMC icon
815
United Microelectronic
UMC
$27.1B
$339K 0.01%
44,773
-5,587
AMX icon
816
America Movil
AMX
$62.3B
$339K 0.01%
16,156
+3,846
CIVB icon
817
Civista Bancshares
CIVB
$466M
$339K 0.01%
16,673
BWA icon
818
BorgWarner
BWA
$9.96B
$338K 0.01%
7,690
+1,477
VNO icon
819
Vornado Realty Trust
VNO
$6.28B
$338K 0.01%
8,336
+516
CPNG icon
820
Coupang
CPNG
$37.4B
$338K 0.01%
10,485
+1,778
J icon
821
Jacobs Solutions
J
$16.1B
$337K 0.01%
2,250
+83
VOD icon
822
Vodafone
VOD
$31.6B
$336K 0.01%
28,965
+3,664
DFAE icon
823
Dimensional Emerging Core Equity Market ETF
DFAE
$7.88B
$335K 0.01%
+10,629
IWY icon
824
iShares Russell Top 200 Growth ETF
IWY
$15.6B
$335K 0.01%
+1,224
TSCO icon
825
Tractor Supply
TSCO
$26.9B
$335K 0.01%
5,887
+323
31 32
33
34 35