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
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.7M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.81M
5
BND icon
Vanguard Total Bond Market
BND
+$7.14M

Top Sells

1
+$11.1M
2
+$8.26M
3
+$7.15M
4
OKLO
Oklo
OKLO
+$5.76M
5
RBLX icon
Roblox
RBLX
+$5.59M

Sector Composition

1 Financials 12.16%
2 Technology 11.72%
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
BCPC
826
Balchem Corp
BCPC
$5.08B
$296K 0.01%
1,862
+73
KORP icon
827
American Century Diversified Corporate Bond ETF
KORP
$592M
$295K 0.01%
+6,273
ELV icon
828
Elevance Health
ELV
$73B
$294K 0.01%
756
-422
TSCO icon
829
Tractor Supply
TSCO
$29.7B
$294K 0.01%
5,564
+61
KEYS icon
830
Keysight
KEYS
$30.7B
$293K 0.01%
+1,790
JBND icon
831
JPMorgan Active Bond ETF
JBND
$3.22B
$293K 0.01%
+5,468
CPRT icon
832
Copart
CPRT
$40.3B
$293K 0.01%
5,968
-10,055
GOVT icon
833
iShares US Treasury Bond ETF
GOVT
$28.3B
$292K 0.01%
+12,718
ROL icon
834
Rollins
ROL
$27.9B
$292K 0.01%
5,167
+495
XLY icon
835
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.8B
$291K 0.01%
1,337
-573
SGI
836
Somnigroup International
SGI
$18.6B
$290K 0.01%
4,261
+911
RPRX icon
837
Royalty Pharma
RPRX
$17B
$290K 0.01%
8,048
+210
MORN icon
838
Morningstar
MORN
$8.8B
$288K 0.01%
916
+139
CNH
839
CNH Industrial
CNH
$12.6B
$287K 0.01%
22,139
-7,817
BCI icon
840
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.85B
$287K 0.01%
13,801
-7,452
STAG icon
841
STAG Industrial
STAG
$7.22B
$287K 0.01%
7,899
+890
MMT
842
MFS Multimarket Income Trust
MMT
$258M
$286K 0.01%
60,746
FNV icon
843
Franco-Nevada
FNV
$38B
$285K 0.01%
1,740
+310
STLD icon
844
Steel Dynamics
STLD
$22.6B
$285K 0.01%
2,226
-26
J icon
845
Jacobs Solutions
J
$18.3B
$285K 0.01%
+2,167
CCK icon
846
Crown Holdings
CCK
$11.6B
$283K 0.01%
2,752
+492
ARES icon
847
Ares Management
ARES
$32.7B
$283K 0.01%
+1,634
WYNN icon
848
Wynn Resorts
WYNN
$12.8B
$282K 0.01%
+3,015
VCIT icon
849
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.5B
$281K 0.01%
+3,393
PKX icon
850
POSCO
PKX
$16.5B
$281K 0.01%
5,793
-951
32 33
34
35 36