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
826
$268K 0.01%
+1,416
827
$266K 0.01%
12,808
+133
828
$266K 0.01%
2,515
-145
829
$265K 0.01%
6,119
+1,081
830
$265K 0.01%
6,294
+169
831
$265K 0.01%
7,484
+217
832
$264K 0.01%
4,422
-307
833
$262K 0.01%
+1,031
834
$262K 0.01%
22,731
+519
835
$260K 0.01%
+2,547
836
$260K 0.01%
1,291
+70
837
$260K 0.01%
3,332
-111
838
$260K 0.01%
+768
839
$259K 0.01%
1,407
-17
840
$259K 0.01%
3,141
+432
841
$258K 0.01%
55,824
+1,232
842
$258K 0.01%
4,372
+372
843
$258K 0.01%
562
+22
844
$258K 0.01%
+2,957
845
$258K 0.01%
+3,156
846
$258K 0.01%
1,783
+303
847
$257K 0.01%
3,771
-1,603
848
$257K 0.01%
+1,170
849
$257K 0.01%
13,903
+1,405
850
$256K 0.01%
+2,006
32 33
34
35 36