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
901
$77.6K ﹤0.01%
+11,478
902
$69.9K ﹤0.01%
12,783
-1,175
903
$57.8K ﹤0.01%
12,500
+2,000
904
$55.5K ﹤0.01%
14,148
+1,048
905
$52.8K ﹤0.01%
12,081
+310
906
$51.4K ﹤0.01%
+34,292
907
$22.2K ﹤0.01%
+181
908
$402 ﹤0.01%
+20,213
909
– –
-2,855
910
– –
-2,893
911
– –
-12,260
912
– –
-9,496
913
– –
-4,458
914
– –
-4,097
915
– –
-1,849
916
– –
-8,404
917
– –
-4,684
918
– –
-3,401
919
– –
-5,983
920
– –
-4,427
921
– –
-10,791
922
– –
-2,671
923
– –
-5,319
924
– –
-6,258
925
– –
-4,877
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