AFG

Atomi Financial Group Portfolio holdings

AUM $3.24B
1-Year Est. Return 33.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.38B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$26.4M
3
+$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Top Sells

1
+$25M
2
+$12.8M
3
+$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

1 Technology 15.06%
2 Financials 10.48%
3 Communication Services 6.26%
4 Consumer Discretionary 4.52%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVZ icon
876
Invesco
IVZ
$12.4B
$337K 0.01%
12,838
+2,947
PSFF icon
877
Pacer Swan SOS Fund of Funds ETF
PSFF
$581M
$337K 0.01%
10,417
-728
RBC icon
878
RBC Bearings
RBC
$18.6B
$335K 0.01%
748
+99
XYLD icon
879
Global X S&P 500 Covered Call ETF
XYLD
$3.17B
$335K 0.01%
8,237
+141
EW icon
880
Edwards Lifesciences
EW
$50.3B
$334K 0.01%
3,921
+678
CRL icon
881
Charles River Laboratories
CRL
$8.95B
$333K 0.01%
1,668
+273
NXG
882
NXG NextGen Infrastructure Income Fund
NXG
$338M
$332K 0.01%
+6,582
NTR icon
883
Nutrien
NTR
$33.3B
$332K 0.01%
5,371
+348
IGLB icon
884
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.63B
$328K 0.01%
6,510
+995
IGR
885
CBRE Global Real Estate Income Fund
IGR
$686M
$328K 0.01%
74,881
-19,737
CII icon
886
BlackRock Enhanced Captial and Income Fund
CII
$1.03B
$328K 0.01%
14,033
+120
RKT icon
887
Rocket Companies
RKT
$37.9B
$327K 0.01%
+16,892
IBB icon
888
iShares Biotechnology ETF
IBB
$7.99B
$327K 0.01%
+1,936
FSK icon
889
FS KKR Capital
FSK
$3.06B
$326K 0.01%
22,046
-1,072
NYT icon
890
New York Times
NYT
$12.3B
$325K 0.01%
4,688
+798
BWXT icon
891
BWX Technologies
BWXT
$17.3B
$325K 0.01%
1,882
+198
WST icon
892
West Pharmaceutical
WST
$22.6B
$325K 0.01%
1,181
-58
TEVA icon
893
Teva Pharmaceuticals
TEVA
$39.8B
$323K 0.01%
+10,343
OMC icon
894
Omnicom Group
OMC
$21.6B
$322K 0.01%
3,991
+1,412
RGLD icon
895
Royal Gold
RGLD
$18.7B
$321K 0.01%
1,446
+131
IAPR icon
896
Innovator International Developed Power Buffer ETF April
IAPR
$199M
$321K 0.01%
10,393
-3
VTHR icon
897
Vanguard Russell 3000 ETF
VTHR
$4.65B
$320K 0.01%
1,066
WBS icon
898
Webster Financial
WBS
$11.8B
$318K 0.01%
5,056
+600
FFIV icon
899
F5
FFIV
$22.8B
$317K 0.01%
1,241
-290
NRG icon
900
NRG Energy
NRG
$28B
$316K 0.01%
1,983
+238
34 35
36
37 38