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
$1.35B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1 +$16.1M
2 +$10.8M
3 +$9.37M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.1M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$8.62M

Top Sells

1 +$5.55M
2 +$3.97M
3 +$3.61M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.18M
5
LIN icon
Linde
LIN
+$2.7M

Sector Composition

1 Technology 12.85%
2 Financials 12.59%
3 Communication Services 6.33%
4 Healthcare 3.67%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
-3,651