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

Top Buys

1
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
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
851
$280K 0.01%
5,989
-2,943
852
$280K 0.01%
3,521
-204
853
$280K 0.01%
2,235
-45
854
$279K 0.01%
+5,704
855
$278K 0.01%
3,804
+100
856
$277K 0.01%
3,831
+146
857
$276K 0.01%
3,570
-130
858
$275K 0.01%
22,731
859
$275K 0.01%
7,997
+1,160
860
$274K 0.01%
12,861
+62
861
$274K 0.01%
1,389
+5
862
$274K 0.01%
+4,703
863
$274K 0.01%
31,740
-11,718
864
$273K 0.01%
+870
865
$273K 0.01%
5,665
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866
$273K 0.01%
2,253
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867
$273K 0.01%
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868
$273K 0.01%
4,709
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869
$272K 0.01%
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870
$271K 0.01%
1,879
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871
$271K 0.01%
8,306
-584
872
$271K 0.01%
+6,271
873
$270K 0.01%
1,664
+278
874
$270K 0.01%
25,301
+6,987
875
$270K 0.01%
4,133
+33
33 34
35
36 37