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
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.7M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.81M
5
BND icon
Vanguard Total Bond Market
BND
+$7.14M

Top Sells

1
+$11.1M
2
+$8.26M
3
+$7.15M
4
OKLO
Oklo
OKLO
+$5.76M
5
RBLX icon
Roblox
RBLX
+$5.59M

Sector Composition

1 Financials 12.16%
2 Technology 11.72%
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
KIM icon
901
Kimco Realty
KIM
$13.8B
$258K 0.01%
12,260
-2,499
VRSN icon
902
VeriSign
VRSN
$23.3B
$258K 0.01%
+892
NRG icon
903
NRG Energy
NRG
$31.8B
$257K 0.01%
+1,602
VMC icon
904
Vulcan Materials
VMC
$37.5B
$257K 0.01%
+985
FNDC icon
905
Schwab Fundamental International Small Company Index ETF
FNDC
$3.01B
$256K 0.01%
6,077
+16
TFLO icon
906
iShares Treasury Floating Rate Bond ETF
TFLO
$6.6B
$255K 0.01%
5,041
+525
JNPR
907
DELISTED
Juniper Networks
JNPR
$255K 0.01%
+6,378
PSQ icon
908
ProShares Short QQQ
PSQ
$527M
$254K 0.01%
7,559
-114
EQNR icon
909
Equinor
EQNR
$61.3B
$254K 0.01%
+10,120
VOOV icon
910
Vanguard S&P 500 Value ETF
VOOV
$5.81B
$254K 0.01%
1,344
-63
ARGX icon
911
argenx
ARGX
$54.9B
$253K 0.01%
459
-68
LI icon
912
Li Auto
LI
$20.2B
$252K 0.01%
9,307
-6,174
AWK icon
913
American Water Works
AWK
$25.7B
$252K 0.01%
1,812
+264
TFI icon
914
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.3B
$252K 0.01%
5,636
-8,631
TEF icon
915
Telefonica
TEF
$24B
$251K 0.01%
48,037
+18,774
DPZ icon
916
Domino's
DPZ
$13.8B
$251K 0.01%
556
-6
LULU icon
917
lululemon athletica
LULU
$20.1B
$250K 0.01%
1,053
+18
CINF icon
918
Cincinnati Financial
CINF
$25.9B
$250K 0.01%
1,677
+308
AOA icon
919
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.63B
$250K 0.01%
+2,994
EXR icon
920
Extra Space Storage
EXR
$28B
$249K 0.01%
1,691
+290
CSL icon
921
Carlisle Companies
CSL
$13.2B
$249K 0.01%
+667
BOXX icon
922
Alpha Architect 1-3 Month Box ETF
BOXX
$8.13B
$249K 0.01%
2,207
SMMD icon
923
iShares Russell 2500 ETF
SMMD
$1.69B
$249K 0.01%
3,668
-1,792
VIOO icon
924
Vanguard S&P Small-Cap 600 ETF
VIOO
$3B
$248K 0.01%
2,447
-336
PYLD icon
925
PIMCO Multi Sector Bond Active ETF
PYLD
$7.9B
$248K 0.01%
9,329
-11
35 36
37
38 39