AFG

Atomi Financial Group Portfolio holdings

AUM $2.64B
1-Year Est. Return 31.3%
This Quarter Est. Return
1 Year Est. Return
+31.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.7M
3
+$13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.83M

Top Sells

1
+$10.6M
2
+$4.67M
3
+$3.12M
4
QCOM icon
Qualcomm
QCOM
+$3.12M
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$3.03M

Sector Composition

1 Technology 11.83%
2 Financials 11.12%
3 Communication Services 6.02%
4 Consumer Discretionary 3.97%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$170K 0.01%
12,675
+280
877
$169K 0.01%
+4,582
878
$161K 0.01%
36,780
+7,465
879
$160K 0.01%
26,164
-339
880
$156K 0.01%
11,828
881
$153K 0.01%
16,785
-159
882
$152K 0.01%
11,866
-2,637
883
$141K 0.01%
14,273
+3,491
884
$133K 0.01%
+11,954
885
$129K 0.01%
19,327
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886
$129K 0.01%
+10,588
887
$129K 0.01%
39,684
+10,750
888
$128K 0.01%
+11,368
889
$123K 0.01%
+10,688
890
$122K 0.01%
+12,161
891
$109K 0.01%
28,030
-93,440
892
$106K 0.01%
12,809
893
$106K 0.01%
13,632
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894
$104K 0.01%
19,887
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895
$100K 0.01%
11,594
-639
896
$98.3K 0.01%
10,908
-1,144
897
$79.9K 0.01%
11,236
-2
898
$79.2K 0.01%
+10,315
899
$78.9K ﹤0.01%
18,832
900
$78.6K ﹤0.01%
5,615
+1,146
34 35
36
37 38