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
$2.19B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.9M
3
+$13.8M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.5M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$2.96M
4
GE icon
GE Aerospace
GE
+$2.9M
5
CAT icon
Caterpillar
CAT
+$2.53M

Sector Composition

1 Technology 10.69%
2 Financials 10.41%
3 Communication Services 6.08%
4 Consumer Discretionary 3.92%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$282K 0.01%
2,252
+323
802
$281K 0.01%
7,500
+1,281
803
$281K 0.01%
2,297
-38
804
$281K 0.01%
13,801
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805
$280K 0.01%
3,131
-235
806
$280K 0.01%
8,019
-245
807
$280K 0.01%
+1,052
808
$280K 0.01%
2,280
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$280K 0.01%
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810
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2,367
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$277K 0.01%
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$276K 0.01%
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$276K 0.01%
2,315
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815
$275K 0.01%
11,873
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816
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817
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818
$272K 0.01%
116,930
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819
$272K 0.01%
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820
$271K 0.01%
3,675
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821
$271K 0.01%
1,914
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822
$269K 0.01%
2,783
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823
$268K 0.01%
14,864
-1,298
824
$268K 0.01%
+15,306
825
$268K 0.01%
1,479
+186
31 32
33
34 35