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
$3.38B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$26.4M
3
+$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Top Sells

1
+$25M
2
+$12.8M
3
+$9.99M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$9.61M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$8.91M

Sector Composition

1 Technology 15.06%
2 Financials 10.36%
3 Communication Services 6.26%
4 Consumer Discretionary 4.52%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SBS icon
851
Sabesp
SBS
$19.3B
$354K 0.01%
14,827
+533
PALL icon
852
abrdn Physical Palladium Shares ETF
PALL
$1.08B
$352K 0.01%
2,420
-135
FNF icon
853
Fidelity National Financial
FNF
$13.6B
$352K 0.01%
6,444
-501
CCJ icon
854
Cameco
CCJ
$47.8B
$352K 0.01%
3,845
-5,982
KEP icon
855
Korea Electric Power
KEP
$21B
$351K 0.01%
21,271
+3,868
CINF icon
856
Cincinnati Financial
CINF
$25.7B
$351K 0.01%
2,147
+212
RACE icon
857
Ferrari
RACE
$62B
$350K 0.01%
948
-389
HLN icon
858
Haleon
HLN
$45.8B
$349K 0.01%
34,545
+599
LEMB icon
859
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$848M
$348K 0.01%
+8,370
HQY icon
860
HealthEquity
HQY
$6.69B
$347K 0.01%
3,793
-892
EXPD icon
861
Expeditors International
EXPD
$19.6B
$347K 0.01%
2,331
+366
PFF icon
862
iShares Preferred and Income Securities ETF
PFF
$14B
$347K 0.01%
11,210
+1,023
AOR icon
863
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.31B
$347K 0.01%
5,335
+285
ZION icon
864
Zions Bancorporation
ZION
$8.24B
$347K 0.01%
5,920
+22
TFI icon
865
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.02B
$347K 0.01%
7,581
+1,261
PNW icon
866
Pinnacle West Capital
PNW
$12.4B
$346K 0.01%
3,905
+319
SPSM icon
867
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$14.1B
$344K 0.01%
7,349
-840
XEL icon
868
Xcel Energy
XEL
$51.5B
$344K 0.01%
4,654
+576
ALLY icon
869
Ally Financial
ALLY
$11.7B
$343K 0.01%
7,572
+907
SBSW icon
870
Sibanye-Stillwater
SBSW
$9.98B
$340K 0.01%
23,866
+3,553
ZS icon
871
Zscaler
ZS
$26.4B
$340K 0.01%
1,511
-636
FCPI icon
872
Fidelity Stocks for Inflation ETF
FCPI
$250M
$340K 0.01%
6,868
+217
VTC icon
873
Vanguard Total Corporate Bond ETF
VTC
$1.6B
$339K 0.01%
+4,365
SW
874
Smurfit Westrock
SW
$22.5B
$338K 0.01%
8,739
+1,521
AJG icon
875
Arthur J. Gallagher & Co
AJG
$58.7B
$338K 0.01%
1,306
-246
33 34
35
36 37