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
QFIN icon
876
Qfin Holdings
QFIN
$3.08B
$267K 0.01%
6,162
-223
CPT icon
877
Camden Property Trust
CPT
$10.8B
$266K 0.01%
2,364
+67
VNQI icon
878
Vanguard Global ex-US Real Estate ETF
VNQI
$3.51B
$266K 0.01%
5,758
-3,839
MPWR icon
879
Monolithic Power Systems
MPWR
$44.3B
$265K 0.01%
+363
PHYS icon
880
Sprott Physical Gold
PHYS
$15.2B
$265K 0.01%
+10,456
QQQM icon
881
Invesco NASDAQ 100 ETF
QQQM
$63.9B
$264K 0.01%
1,161
-67
LECO icon
882
Lincoln Electric
LECO
$12.5B
$264K 0.01%
1,271
-145
BSTZ icon
883
BlackRock Science and Technology Term Trust
BSTZ
$1.5B
$262K 0.01%
12,650
-75
TPL icon
884
Texas Pacific Land
TPL
$22.7B
$262K 0.01%
248
-121
EXPE icon
885
Expedia Group
EXPE
$32.8B
$261K 0.01%
1,548
+43
TRMB icon
886
Trimble
TRMB
$18.3B
$261K 0.01%
+3,436
CPNG icon
887
Coupang
CPNG
$52.1B
$261K 0.01%
+8,707
ASAN icon
888
Asana
ASAN
$2.99B
$261K 0.01%
19,318
-1,720
PSA icon
889
Public Storage
PSA
$48.1B
$261K 0.01%
888
-106
UAL icon
890
United Airlines
UAL
$31.5B
$260K 0.01%
+3,270
XPO icon
891
XPO
XPO
$15.9B
$260K 0.01%
+2,060
DT icon
892
Dynatrace
DT
$14.1B
$260K 0.01%
4,712
-172
WSM icon
893
Williams-Sonoma
WSM
$22.7B
$260K 0.01%
1,592
+107
RECS icon
894
Columbia Research Enhanced Core ETF
RECS
$3.84B
$260K 0.01%
+7,061
VTWV icon
895
Vanguard Russell 2000 Value ETF
VTWV
$819M
$260K 0.01%
1,867
+6
AGNC icon
896
AGNC Investment
AGNC
$10.9B
$259K 0.01%
28,224
+3,097
ZION icon
897
Zions Bancorporation
ZION
$7.52B
$259K 0.01%
4,979
-820
CIEN icon
898
Ciena
CIEN
$27.4B
$258K 0.01%
+3,177
IRM icon
899
Iron Mountain
IRM
$27B
$258K 0.01%
+2,517
FTI icon
900
TechnipFMC
FTI
$17.5B
$258K 0.01%
7,496
-1,228
34 35
36
37 38