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
$2.19B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.9M
3
+$13.8M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.5M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$2.96M
4
GE icon
GE Aerospace
GE
+$2.9M
5
CAT icon
Caterpillar
CAT
+$2.53M

Sector Composition

1 Technology 10.69%
2 Financials 10.41%
3 Communication Services 6.08%
4 Consumer Discretionary 3.92%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$256K 0.01%
35,845
+16,292
852
$256K 0.01%
+4,668
853
$256K 0.01%
+1,393
854
$255K 0.01%
1,400
+45
855
$253K 0.01%
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856
$253K 0.01%
3,583
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$253K 0.01%
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$253K 0.01%
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$252K 0.01%
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860
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8,318
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861
$250K 0.01%
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862
$250K 0.01%
112,009
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863
$249K 0.01%
6,350
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864
$248K 0.01%
1,861
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865
$248K 0.01%
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866
$246K 0.01%
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867
$246K 0.01%
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869
$246K 0.01%
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$245K 0.01%
436
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873
$244K 0.01%
+7,123
874
$244K 0.01%
+4,940
875
$243K 0.01%
3,371
+13
33 34
35
36 37