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
876
$267K 0.01%
6,162
-223
877
$266K 0.01%
2,364
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878
$266K 0.01%
5,758
-3,839
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880
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881
$264K 0.01%
1,161
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882
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1,271
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883
$262K 0.01%
12,650
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884
$262K 0.01%
744
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885
$261K 0.01%
1,548
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886
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887
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888
$261K 0.01%
19,318
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888
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890
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891
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895
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28,224
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897
$259K 0.01%
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898
$258K 0.01%
+3,177
899
$258K 0.01%
+2,517
900
$258K 0.01%
7,496
-1,228
34 35
36
37 38