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
$3.09B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.6M

Top Sells

1
+$66.1M
2
+$23.3M
3
+$10.6M
4
COIN icon
Coinbase
COIN
+$7.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$6.5M

Sector Composition

1 Technology 12.43%
2 Financials 11.8%
3 Communication Services 6.25%
4 Consumer Discretionary 3.99%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WSM icon
851
Williams-Sonoma
WSM
$24.6B
$320K 0.01%
1,636
+44
XYL icon
852
Xylem
XYL
$33.8B
$320K 0.01%
2,167
+314
DG icon
853
Dollar General
DG
$32.3B
$319K 0.01%
3,084
+19
XYLD icon
854
Global X S&P 500 Covered Call ETF
XYLD
$3.1B
$318K 0.01%
8,096
-343
OKTA icon
855
Okta
OKTA
$15.5B
$317K 0.01%
3,461
-213
ETHA
856
iShares Ethereum Trust ETF
ETHA
$1.74B
$316K 0.01%
+10,038
VTHR icon
857
Vanguard Russell 3000 ETF
VTHR
$3.99B
$314K 0.01%
1,066
-412
ARKK icon
858
ARK Innovation ETF
ARKK
$7.19B
$313K 0.01%
3,632
-4,296
RS icon
859
Reliance Steel & Aluminium
RS
$16.8B
$313K 0.01%
1,116
+142
BDX icon
860
Becton Dickinson
BDX
$57.9B
$313K 0.01%
+1,670
IAPR icon
861
Innovator International Developed Power Buffer ETF April
IAPR
$232M
$313K 0.01%
10,396
-4,148
VIOO icon
862
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.28B
$312K 0.01%
2,823
+376
BWXT icon
863
BWX Technologies
BWXT
$18.8B
$311K 0.01%
+1,684
PHYS icon
864
Sprott Physical Gold
PHYS
$17.5B
$310K 0.01%
10,456
SLF icon
865
Sun Life Financial
SLF
$34.6B
$310K 0.01%
5,157
+6
WDS icon
866
Woodside Energy
WDS
$30.1B
$309K 0.01%
20,526
+2,908
MUNI icon
867
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.57B
$309K 0.01%
5,906
-634
KEYS icon
868
Keysight
KEYS
$36.4B
$308K 0.01%
1,762
-28
GIS icon
869
General Mills
GIS
$23.7B
$308K 0.01%
6,112
+1,764
RPRX icon
870
Royalty Pharma
RPRX
$16.7B
$308K 0.01%
8,722
+674
AIZ icon
871
Assurant
AIZ
$11.7B
$308K 0.01%
1,420
+31
SW
872
Smurfit Westrock
SW
$21.4B
$307K 0.01%
7,218
+947
ERIC icon
873
Ericsson
ERIC
$31.4B
$307K 0.01%
37,110
-601
VTRS icon
874
Viatris
VTRS
$14.6B
$307K 0.01%
30,974
+4,821
BPOP icon
875
Popular Inc
BPOP
$8.33B
$306K 0.01%
2,412
+565
33 34
35
36 37