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
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.7M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.81M
5
BND icon
Vanguard Total Bond Market
BND
+$7.14M

Top Sells

1
+$11.1M
2
+$8.26M
3
+$7.15M
4
OKLO
Oklo
OKLO
+$5.76M
5
RBLX icon
Roblox
RBLX
+$5.59M

Sector Composition

1 Financials 12.16%
2 Technology 11.72%
3 Communication Services 5.98%
4 Consumer Discretionary 3.96%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IP icon
851
International Paper
IP
$20B
$280K 0.01%
5,989
-2,943
K icon
852
Kellanova
K
$29B
$280K 0.01%
3,521
-204
SMLV icon
853
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$197M
$280K 0.01%
2,235
-45
TAXF icon
854
American Century Diversified Municipal Bond ETF
TAXF
$521M
$279K 0.01%
+5,704
ADC icon
855
Agree Realty
ADC
$8.47B
$278K 0.01%
3,804
+100
RLI icon
856
RLI Corp
RLI
$5.81B
$277K 0.01%
3,831
+146
BIV icon
857
Vanguard Intermediate-Term Bond ETF
BIV
$25.1B
$276K 0.01%
3,570
-130
AVK
858
Advent Convertible and Income Fund
AVK
$559M
$275K 0.01%
22,731
MGM icon
859
MGM Resorts International
MGM
$8.98B
$275K 0.01%
7,997
+1,160
SBS icon
860
Sabesp
SBS
$18.1B
$274K 0.01%
12,491
+61
AIZ icon
861
Assurant
AIZ
$11.4B
$274K 0.01%
1,389
+5
EQT icon
862
EQT Corp
EQT
$37.6B
$274K 0.01%
+4,703
MBS icon
863
Angel Oak Mortgage-Backed Securities ETF
MBS
$152M
$274K 0.01%
31,740
-11,718
PODD icon
864
Insulet
PODD
$23.4B
$273K 0.01%
+870
EEM icon
865
iShares MSCI Emerging Markets ETF
EEM
$20.9B
$273K 0.01%
5,665
+234
GPC icon
866
Genuine Parts
GPC
$17.8B
$273K 0.01%
2,253
-62
CDW icon
867
CDW
CDW
$19.1B
$273K 0.01%
+1,528
BRBR icon
868
BellRing Brands
BRBR
$3.4B
$273K 0.01%
4,709
+296
WDS icon
869
Woodside Energy
WDS
$32.5B
$272K 0.01%
+17,618
ALLE icon
870
Allegion
ALLE
$14.2B
$271K 0.01%
1,879
+182
VICI icon
871
VICI Properties
VICI
$32.5B
$271K 0.01%
8,306
-584
SW
872
Smurfit Westrock
SW
$18.3B
$271K 0.01%
+6,271
ODFL icon
873
Old Dominion Freight Line
ODFL
$28.3B
$270K 0.01%
1,664
+278
VOD icon
874
Vodafone
VOD
$29.6B
$270K 0.01%
25,301
+6,987
XT icon
875
iShares Future Exponential Technologies ETF
XT
$3.78B
$270K 0.01%
4,133
+33
33 34
35
36 37