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
$3.09B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.6M

Top Sells

1
+$66.1M
2
+$23.3M
3
+$10.6M
4
COIN icon
Coinbase
COIN
+$7.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$6.5M

Sector Composition

1 Technology 12.43%
2 Financials 11.8%
3 Communication Services 6.25%
4 Consumer Discretionary 3.99%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CINF icon
876
Cincinnati Financial
CINF
$25.1B
$306K 0.01%
1,935
+258
HLN icon
877
Haleon
HLN
$45.1B
$304K 0.01%
33,946
-1,330
RDDT icon
878
Reddit
RDDT
$42.7B
$303K 0.01%
+1,316
THC icon
879
Tenet Healthcare
THC
$17B
$302K 0.01%
1,489
+181
KIM icon
880
Kimco Realty
KIM
$14.2B
$302K 0.01%
13,832
+1,572
AGNC icon
881
AGNC Investment
AGNC
$12.5B
$301K 0.01%
30,755
+2,531
CCK icon
882
Crown Holdings
CCK
$11.7B
$301K 0.01%
3,117
+365
EMN icon
883
Eastman Chemical
EMN
$7.55B
$301K 0.01%
4,767
-2,201
WBD icon
884
Warner Bros
WBD
$70B
$300K 0.01%
15,355
+5,155
DKS icon
885
Dick's Sporting Goods
DKS
$18.6B
$298K 0.01%
1,342
+278
FANG icon
886
Diamondback Energy
FANG
$42.6B
$298K 0.01%
2,079
+594
XT icon
887
iShares Future Exponential Technologies ETF
XT
$3.63B
$297K 0.01%
4,133
EAT icon
888
Brinker International
EAT
$7.1B
$297K 0.01%
2,346
-44
DDLS icon
889
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$437M
$297K 0.01%
7,084
-485
AWK icon
890
American Water Works
AWK
$25.7B
$295K 0.01%
2,121
+309
NTR icon
891
Nutrien
NTR
$32.5B
$295K 0.01%
5,023
-196
BEKE icon
892
KE Holdings
BEKE
$19.8B
$294K 0.01%
15,487
+2,395
TRMB icon
893
Trimble
TRMB
$16.6B
$294K 0.01%
3,597
+161
VTWV icon
894
Vanguard Russell 2000 Value ETF
VTWV
$926M
$292K 0.01%
1,874
+7
PALL icon
895
abrdn Physical Palladium Shares ETF
PALL
$1.28B
$292K 0.01%
2,555
+565
EXE
896
Expand Energy Corp
EXE
$24.9B
$292K 0.01%
2,745
-1,005
SMLV icon
897
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$209M
$291K 0.01%
2,246
+11
KVUE icon
898
Kenvue
KVUE
$33.7B
$291K 0.01%
17,915
+1,730
ULTA icon
899
Ulta Beauty
ULTA
$30B
$291K 0.01%
+531
MMT
900
MFS Multimarket Income Trust
MMT
$257M
$290K 0.01%
60,746
34 35
36
37 38