AFG

Atomi Financial Group Portfolio holdings

AUM $2.64B
1-Year Est. Return 31.3%
This Quarter Est. Return
1 Year Est. Return
+31.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.7M
3
+$13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.83M

Top Sells

1
+$10.6M
2
+$4.67M
3
+$3.12M
4
QCOM icon
Qualcomm
QCOM
+$3.12M
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$3.03M

Sector Composition

1 Technology 11.83%
2 Financials 11.12%
3 Communication Services 6.02%
4 Consumer Discretionary 3.97%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$202K 0.01%
+1,996
852
$202K 0.01%
+2,145
853
$202K 0.01%
+8,054
854
$202K 0.01%
+6,194
855
$201K 0.01%
+1,263
856
$201K 0.01%
+7,663
857
$201K 0.01%
+7,204
858
$200K 0.01%
+6,012
859
$199K 0.01%
48,831
-8,243
860
$199K 0.01%
96,610
+15,818
861
$195K 0.01%
28,282
+191
862
$194K 0.01%
18,873
+4,421
863
$193K 0.01%
12,406
+552
864
$193K 0.01%
13,707
-2,284
865
$191K 0.01%
+10,389
866
$191K 0.01%
12,829
-4,058
867
$191K 0.01%
13,105
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868
$184K 0.01%
13,667
-21,536
869
$184K 0.01%
11,348
+274
870
$182K 0.01%
11,118
-3,536
871
$180K 0.01%
26,427
+4,365
872
$179K 0.01%
18,000
+7,750
873
$176K 0.01%
+10,662
874
$175K 0.01%
71,681
+25,409
875
$174K 0.01%
11,050
+702
33 34
35
36 37