AFG

Atomi Financial Group Portfolio holdings

AUM $3.38B
1-Year Est. Return 32.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
3 Communication Services 5.98%
4 Consumer Discretionary 3.96%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$306K 0.01%
16,260
+459
802
$306K 0.01%
+1,332
803
$306K 0.01%
+7,027
804
$306K 0.01%
974
-41
805
$305K 0.01%
6,591
-495
806
$305K 0.01%
+5,697
807
$305K 0.01%
4,823
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808
$304K 0.01%
5,219
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809
$304K 0.01%
10,073
-619
810
$303K 0.01%
+4,914
811
$301K 0.01%
+3,443
812
$301K 0.01%
+8,801
813
$301K 0.01%
1,662
+282
814
$301K 0.01%
3,001
+717
815
$300K 0.01%
4,185
-1,444
816
$300K 0.01%
8,864
-3,670
817
$299K 0.01%
6,414
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818
$299K 0.01%
7,820
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819
$299K 0.01%
7,569
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820
$298K 0.01%
1,898
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821
$297K 0.01%
1,163
-405
822
$297K 0.01%
+8,354
823
$297K 0.01%
13,913
+10
824
$297K 0.01%
5,400
+1,817
825
$296K 0.01%
+1,879
31 32
33
34 35