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
$1.98B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.5M
3
+$12.7M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$2.86M
2
+$2.27M
3
+$2.12M
4
NEE icon
NextEra Energy
NEE
+$2.05M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.84M

Sector Composition

1 Technology 12.68%
2 Financials 11.38%
3 Communication Services 6.72%
4 Consumer Discretionary 4.45%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$208K 0.01%
+1,173
902
$207K 0.01%
+1,262
903
$207K 0.01%
2,709
-47
904
$206K 0.01%
23,194
-5,730
905
$205K 0.01%
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906
$205K 0.01%
+1,614
907
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2,927
908
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715
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909
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910
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+3,831
911
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6,438
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913
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914
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915
$202K 0.01%
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916
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12,256
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17,906
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29,178
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15,346
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$176K 0.01%
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923
$175K 0.01%
21,286
-616
924
$166K 0.01%
24,959
-1,468
925
$165K 0.01%
12,241
+1,191
35 36
37
38 39