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
$1.6B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.7M
3
+$13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.83M

Top Sells

1
+$10.6M
2
+$4.67M
3
+$3.12M
4
QCOM icon
Qualcomm
QCOM
+$3.12M
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$3.03M

Sector Composition

1 Technology 11.83%
2 Financials 11.12%
3 Communication Services 6.02%
4 Consumer Discretionary 3.97%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$227K 0.01%
+4,154
802
$227K 0.01%
4,824
-208
803
$226K 0.01%
+860
804
$223K 0.01%
+3,755
805
$223K 0.01%
21,902
+4,042
806
$223K 0.01%
+879
807
$223K 0.01%
18,653
+63
808
$222K 0.01%
1,436
-192
809
$221K 0.01%
15,051
-1
810
$221K 0.01%
1,289
+15
811
$221K 0.01%
2,236
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812
$220K 0.01%
1,672
-82
813
$220K 0.01%
+736
814
$219K 0.01%
+4,066
815
$219K 0.01%
582
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816
$219K 0.01%
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817
$218K 0.01%
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818
$218K 0.01%
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819
$218K 0.01%
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820
$218K 0.01%
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821
$218K 0.01%
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822
$217K 0.01%
+5,563
823
$217K 0.01%
+4,798
824
$216K 0.01%
+6,554
825
$216K 0.01%
+6,100
31 32
33
34 35