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
QQQM icon
826
Invesco NASDAQ 100 ETF
QQQM
$70.3B
$335K 0.01%
1,355
+194
WTAI icon
827
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$424M
$334K 0.01%
+11,700
ZION icon
828
Zions Bancorporation
ZION
$8.8B
$334K 0.01%
5,898
+919
FCPI icon
829
Fidelity Stocks for Inflation ETF
FCPI
$243M
$333K 0.01%
6,651
+237
GEN icon
830
Gen Digital
GEN
$16.1B
$333K 0.01%
11,716
+678
EUFN icon
831
iShares MSCI Europe Financials ETF
EUFN
$4.69B
$332K 0.01%
9,671
-2,466
BLD icon
832
TopBuild
BLD
$13.9B
$331K 0.01%
+847
ELAN icon
833
Elanco Animal Health
ELAN
$12.2B
$331K 0.01%
16,436
+4,457
STLD icon
834
Steel Dynamics
STLD
$25.3B
$331K 0.01%
2,374
+148
ALC icon
835
Alcon
ALC
$38.8B
$330K 0.01%
4,423
-486
XEL icon
836
Xcel Energy
XEL
$44.7B
$329K 0.01%
4,078
+625
SCHE icon
837
Schwab Emerging Markets Equity ETF
SCHE
$11.9B
$328K 0.01%
9,816
-257
TRGP icon
838
Targa Resources
TRGP
$39.8B
$327K 0.01%
1,954
+23
CALF icon
839
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.56B
$327K 0.01%
7,474
-343
CHY
840
Calamos Convertible and High Income Fund
CHY
$930M
$327K 0.01%
29,135
+8,097
ABEV icon
841
Ambev
ABEV
$40.6B
$325K 0.01%
145,906
-8,997
WST icon
842
West Pharmaceutical
WST
$18.7B
$325K 0.01%
+1,239
AOR icon
843
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.15B
$325K 0.01%
5,050
+136
DEO icon
844
Diageo
DEO
$49.4B
$324K 0.01%
3,391
+225
QTWO icon
845
Q2 Holdings
QTWO
$4.07B
$323K 0.01%
4,461
-215
PFF icon
846
iShares Preferred and Income Securities ETF
PFF
$14.2B
$322K 0.01%
+10,187
A icon
847
Agilent Technologies
A
$39.6B
$322K 0.01%
2,506
+602
PNW icon
848
Pinnacle West Capital
PNW
$11.2B
$322K 0.01%
3,586
+9
PRU icon
849
Prudential Financial
PRU
$39.1B
$321K 0.01%
3,091
+12
CII icon
850
BlackRock Enhanced Captial and Income Fund
CII
$963M
$320K 0.01%
13,913
32 33
34
35 36