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
826
$240K 0.01%
1,056
+213
827
$239K 0.01%
+675
828
$239K 0.01%
2,800
+334
829
$239K 0.01%
+2,018
830
$238K 0.01%
1,370
+119
831
$237K 0.01%
598
+16
832
$236K 0.01%
6,970
+1,407
833
$235K 0.01%
3,581
-2,011
834
$234K 0.01%
+6,177
835
$234K 0.01%
+10,743
836
$234K 0.01%
+6,125
837
$234K 0.01%
17,552
838
$234K 0.01%
+10,293
839
$234K 0.01%
+12,684
840
$233K 0.01%
+808
841
$233K 0.01%
+6,329
842
$232K 0.01%
+13,121
843
$232K 0.01%
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844
$231K 0.01%
4,294
-776
845
$230K 0.01%
1,325
+300
846
$229K 0.01%
12,525
-3,572
847
$229K 0.01%
+1,229
848
$229K 0.01%
+2,000
849
$229K 0.01%
7,903
+240
850
$228K 0.01%
23,250
+250
32 33
34
35 36