AFG

Atomi Financial Group Portfolio holdings

AUM $3.38B
1-Year Est. Return 32.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.12%
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
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
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
901
$258K 0.01%
12,260
-2,499
902
$258K 0.01%
+892
903
$257K 0.01%
+1,602
904
$257K 0.01%
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905
$256K 0.01%
6,077
+16
906
$255K 0.01%
5,041
+525
907
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+6,378
908
$254K 0.01%
7,559
-114
909
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910
$254K 0.01%
1,344
-63
911
$253K 0.01%
459
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912
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9,307
-6,174
913
$252K 0.01%
1,812
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914
$252K 0.01%
5,636
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915
$251K 0.01%
48,037
+18,774
916
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920
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$249K 0.01%
2,207
923
$249K 0.01%
3,668
-1,792
924
$248K 0.01%
2,447
-336
925
$248K 0.01%
9,329
-11
35 36
37
38 39