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
$2.19B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.9M
3
+$13.8M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.5M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$2.96M
4
GE icon
GE Aerospace
GE
+$2.9M
5
CAT icon
Caterpillar
CAT
+$2.53M

Sector Composition

1 Technology 10.69%
2 Financials 10.41%
3 Communication Services 6.08%
4 Consumer Discretionary 3.92%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$232K 0.01%
+5,423
902
$232K 0.01%
5,661
-860
903
$231K 0.01%
2,292
-2,591
904
$230K 0.01%
+2,294
905
$230K 0.01%
+4,884
906
$229K 0.01%
+1,386
907
$229K 0.01%
2,284
-319
908
$229K 0.01%
+4,516
909
$228K 0.01%
1,548
-186
910
$228K 0.01%
6,716
-1,989
911
$228K 0.01%
19,871
+1,965
912
$226K 0.01%
+1,141
913
$226K 0.01%
+12,725
914
$226K 0.01%
+2,267
915
$225K 0.01%
+6,589
916
$225K 0.01%
+1,430
917
$225K 0.01%
+1,350
918
$224K 0.01%
+13,492
919
$223K 0.01%
+7,332
920
$223K 0.01%
23,250
921
$222K 0.01%
1,386
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922
$222K 0.01%
+12,430
923
$222K 0.01%
+1,685
924
$222K 0.01%
+673
925
$221K 0.01%
+1,697
35 36
37
38 39