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
$1.98B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.5M
3
+$12.7M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$2.86M
2
+$2.27M
3
+$2.12M
4
NEE icon
NextEra Energy
NEE
+$2.05M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.84M

Sector Composition

1 Technology 12.68%
2 Financials 11.38%
3 Communication Services 6.72%
4 Consumer Discretionary 4.45%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$254K 0.01%
17,779
+975
802
$253K 0.01%
10,958
-5,949
803
$253K 0.01%
12,525
+281
804
$253K 0.01%
9,225
+435
805
$251K 0.01%
12,498
-1,025
806
$251K 0.01%
+3,311
807
$251K 0.01%
23,277
-4,121
808
$250K 0.01%
11,730
+2,571
809
$249K 0.01%
+4,891
810
$249K 0.01%
898
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811
$249K 0.01%
512
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812
$248K 0.01%
20,455
+1,802
813
$247K 0.01%
4,000
+354
814
$247K 0.01%
+3,584
815
$246K 0.01%
8,634
-9,050
816
$246K 0.01%
4,128
-245
817
$246K 0.01%
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818
$246K 0.01%
+1,076
819
$245K 0.01%
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820
$243K 0.01%
54,592
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821
$243K 0.01%
657
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822
$241K 0.01%
1,159
+47
823
$240K 0.01%
+3,407
824
$240K 0.01%
23,945
-34,281
825
$240K 0.01%
+4,043
31 32
33
34 35