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
$1.98B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.5M
3
+$12.7M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$2.86M
2
+$2.27M
3
+$2.12M
4
NEE icon
NextEra Energy
NEE
+$2.05M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.84M

Sector Composition

1 Technology 12.68%
2 Financials 11.38%
3 Communication Services 6.72%
4 Consumer Discretionary 4.45%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$228K 0.01%
2,725
+75
852
$227K 0.01%
540
+42
853
$227K 0.01%
5,645
-5,353
854
$226K 0.01%
1,939
+43
855
$226K 0.01%
+2,497
856
$225K 0.01%
1,355
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857
$225K 0.01%
+7,133
858
$225K 0.01%
2,996
-1,936
859
$225K 0.01%
19,832
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860
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861
$224K 0.01%
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862
$223K 0.01%
6,822
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863
$222K 0.01%
6,470
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$222K 0.01%
4,170
-10,587
865
$222K 0.01%
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866
$221K 0.01%
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$220K 0.01%
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869
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870
$219K 0.01%
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871
$219K 0.01%
23,652
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872
$219K 0.01%
3,240
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873
$218K 0.01%
5,038
+61
874
$218K 0.01%
+3,692
875
$218K 0.01%
+7,513
33 34
35
36 37