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
826
$296K 0.01%
1,862
+73
827
$295K 0.01%
+6,273
828
$294K 0.01%
756
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829
$294K 0.01%
5,564
+61
830
$293K 0.01%
+1,790
831
$293K 0.01%
+5,468
832
$293K 0.01%
5,968
-10,055
833
$292K 0.01%
+12,718
834
$292K 0.01%
5,167
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835
$291K 0.01%
2,674
-1,146
836
$290K 0.01%
4,261
+911
837
$290K 0.01%
8,048
+210
838
$288K 0.01%
916
+139
839
$287K 0.01%
22,139
-7,817
840
$287K 0.01%
13,801
-7,452
841
$287K 0.01%
7,899
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842
$286K 0.01%
60,746
843
$285K 0.01%
1,740
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844
$285K 0.01%
2,226
-26
845
$285K 0.01%
+2,167
846
$283K 0.01%
2,752
+492
847
$283K 0.01%
+1,634
848
$282K 0.01%
+3,015
849
$281K 0.01%
+3,393
850
$281K 0.01%
5,793
-951
32 33
34
35 36