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AFG

Atomi Financial Group Portfolio holdings

AUM $3.84B
1-Year Est. Return 30.73%
This Fund
S&P 500
This Quarter Est. Return
+2.07%
1 Year Est. Return
+30.73%
3 Year Est. Return
+138.65%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$3.41B
AUM Growth
+$316M
Cap. Flow
+$306M
Cap. Flow %
8.97%
Top 10 Hldgs %
22.56%
Holding
1,284
New
119
Increased
691
Reduced
366
Closed
78

Top Buys

Rank Stock Value
1
FIG
Figma
FIG
+$41.2M
2
AVGO icon
Broadcom
AVGO
+$26.4M
3
AAPL icon
Apple
AAPL
+$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Top Sells

Rank Stock Value
1
OKLO
Oklo
OKLO
+$25M
2
SCHH icon
Schwab US REIT ETF
SCHH
+$12.8M
3
MBB icon
iShares MBS ETF
MBB
+$9.99M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$9.61M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$8.91M

Sector Composition

Rank Sector Weight
1 Technology 14.94%
2 Financials 10.4%
3 Communication Services 6.21%
4 Consumer Discretionary 4.49%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WRB icon
851
W.R. Berkley
WRB
$26.8B
$355K 0.01%
5,067
-119
-2% -$8.77K
AVDV icon
852
Avantis International Small Cap Value ETF
AVDV
$19.5B
$355K 0.01%
+3,778
New +$343K
XLY icon
853
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.9B
$355K 0.01%
+2,972
New +$352K
SBS icon
854
Sabesp
SBS
$18.9B
$354K 0.01%
74,254
+2,671
+4% +$12.9K
PALL icon
855
abrdn Physical Palladium Shares ETF
PALL
$662M
$352K 0.01%
12,100
-675
-5% -$18.2K
FNF icon
856
Fidelity National Financial
FNF
$14.1B
$352K 0.01%
6,444
-501
-7% -$28.5K
CCJ icon
857
Cameco
CCJ
$40.8B
$352K 0.01%
3,845
-5,982
-61% -$539K
KEP icon
858
Korea Electric Power
KEP
$16B
$351K 0.01%
21,271
+3,868
+22% +$61.2K
CINF icon
859
Cincinnati Financial
CINF
$27.5B
$351K 0.01%
2,147
+212
+11% +$34.3K
RACE icon
860
Ferrari
RACE
$71.6B
$350K 0.01%
948
-389
-29% -$156K
HLN icon
861
Haleon
HLN
$44.2B
$349K 0.01%
34,545
+599
+2% +$5.69K
LEMB icon
862
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$719M
$348K 0.01%
+8,370
New +$348K
HQY icon
863
HealthEquity
HQY
$8.65B
$347K 0.01%
3,793
-892
-19% -$85.4K
EXPD icon
864
Expeditors International
EXPD
$23.2B
$347K 0.01%
2,331
+366
+19% +$49.8K
PFF icon
865
iShares Preferred and Income Securities ETF
PFF
$13.2B
$347K 0.01%
11,210
+1,023
+10% +$31.9K
AOR icon
866
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.7B
$347K 0.01%
5,335
+285
+6% +$18.5K
ZION icon
867
Zions Bancorporation
ZION
$10.3B
$347K 0.01%
5,920
+22
+0.4% +$1.2K
TFI icon
868
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.13B
$347K 0.01%
7,581
+1,261
+20% +$57.7K
PNW icon
869
Pinnacle West Capital
PNW
$12.2B
$346K 0.01%
3,905
+319
+9% +$28.6K
SPSM icon
870
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.3B
$344K 0.01%
7,349
-840
-10% -$39.2K
XEL icon
871
Xcel Energy
XEL
$48.1B
$344K 0.01%
4,654
+576
+14% +$45.4K
ALLY icon
872
Ally Financial
ALLY
$13.4B
$343K 0.01%
7,572
+907
+14% +$37.4K
SBSW icon
873
Sibanye-Stillwater
SBSW
$7B
$340K 0.01%
23,866
+3,553
+17% +$43K
ZS icon
874
Zscaler
ZS
$26.3B
$340K 0.01%
1,511
-636
-30% -$180K
FCPI icon
875
Fidelity Stocks for Inflation ETF
FCPI
$279M
$340K 0.01%
6,868
+217
+3% +$10.9K
33 34
35
36 37

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HFCIX
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TRCT
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DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
AC
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TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
IP
Interval Partners New York $3.82B AUM 27.38% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $3.81B AUM 26.36% 1-Year Est. Return
AFI
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Atomi Financial Group's Q4 2025 Portfolio in Review

As of Q4 2025, Atomi Financial Group held 1,284 positions worth $3.41B, up 10% from $3.09B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

Atomi Financial Group deployed $306M of net new capital in Q4 2025, opening 119 new positions and adding to 691 existing holdings. Its largest new stake was Figma: 911,342 shares worth $34.1M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 12% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Oklo, an estimated $25M trimmed.

  • Atomi Financial Group's largest Q4 2025 buy was Figma: 911,342 shares worth $34.1M.
  • Atomi Financial Group added most to Broadcom in Q4 2025, an estimated $26.4M increase.
  • Atomi Financial Group's biggest Q4 2025 reduction was Oklo, cutting an estimated $25M.
  • Atomi Financial Group fully exited iShares iBonds Dec 2025 Term Treasury ETF in Q4 2025, selling an estimated $2.27M.
  • Atomi Financial Group's ten largest holdings make up 23% of its $3.41B portfolio in Q4 2025.
  • Atomi Financial Group opened 119 new positions and closed 78 in Q4 2025.
  • Atomi Financial Group's portfolio value rose 10% quarter-over-quarter to $3.41B.

Based on Atomi Financial Group's 13F filing for Q4 2025, filed 19 Feb 2026.