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AFG

Atomi Financial Group Portfolio holdings

AUM $3.84B
1-Year Est. Return 30.73%
This Fund
S&P 500
This Quarter Est. Return
+2.07%
1 Year Est. Return
+30.73%
3 Year Est. Return
+138.65%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$3.41B
AUM Growth
+$316M
Cap. Flow
+$306M
Cap. Flow %
8.97%
Top 10 Hldgs %
22.56%
Holding
1,284
New
119
Increased
691
Reduced
366
Closed
78

Top Buys

Rank Stock Value
1
FIG
Figma
FIG
+$41.2M
2
AVGO icon
Broadcom
AVGO
+$26.4M
3
AAPL icon
Apple
AAPL
+$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Top Sells

Rank Stock Value
1
OKLO
Oklo
OKLO
+$25M
2
SCHH icon
Schwab US REIT ETF
SCHH
+$12.8M
3
MBB icon
iShares MBS ETF
MBB
+$9.99M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$9.61M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$8.91M

Sector Composition

Rank Sector Weight
1 Technology 14.94%
2 Financials 10.4%
3 Communication Services 6.21%
4 Consumer Discretionary 4.49%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WBS icon
901
Webster Financial
WBS
$12.8B
$318K 0.01%
5,056
+600
+13% +$35.6K
FFIV icon
902
F5
FFIV
$23.5B
$317K 0.01%
1,241
-290
-19% -$78K
NRG icon
903
NRG Energy
NRG
$25.1B
$316K 0.01%
1,983
+238
+14% +$39.4K
XPO icon
904
XPO
XPO
$23B
$315K 0.01%
2,320
+258
+13% +$35.1K
TLN
905
Talen Energy Corp
TLN
$16.2B
$315K 0.01%
841
+38
+5% +$14.8K
EAT icon
906
Brinker International
EAT
$9.75B
$314K 0.01%
2,189
-157
-7% -$20.6K
AIRR icon
907
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.5B
$314K 0.01%
3,193
-320
-9% -$31.4K
VIOO icon
908
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.22B
$314K 0.01%
2,827
+4
+0.1% +$445
JAZZ icon
909
Jazz Pharmaceuticals
JAZZ
$16.7B
$313K 0.01%
+1,841
New +$282K
FYLD icon
910
Cambria Foreign Shareholder Yield ETF
FYLD
$713M
$313K 0.01%
9,626
-8,380
-47% -$266K
IQV icon
911
IQVIA
IQV
$38.3B
$312K 0.01%
+1,384
New +$301K
SPXC icon
912
SPX Corp
SPXC
$10.7B
$312K 0.01%
+1,558
New +$318K
FSLR icon
913
First Solar
FSLR
$26.2B
$311K 0.01%
1,190
+201
+20% +$50.7K
TLK icon
914
Telkom Indonesia
TLK
$14.8B
$311K 0.01%
14,759
+4,158
+39% +$84.9K
RS icon
915
Reliance Steel & Aluminium
RS
$21.3B
$310K 0.01%
1,074
-42
-4% -$11.8K
FANG icon
916
Diamondback Energy
FANG
$53.1B
$310K 0.01%
2,059
-20
-1% -$2.95K
MUNI icon
917
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.08B
$310K 0.01%
5,906
– –
BSCS icon
918
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.57B
$308K 0.01%
14,940
-5,036
-25% -$104K
XYL icon
919
Xylem
XYL
$28.2B
$308K 0.01%
2,258
+91
+4% +$13.1K
DUHP icon
920
Dimensional US High Profitability ETF
DUHP
$12.6B
$307K 0.01%
8,085
-9,732
-55% -$369K
MGM icon
921
MGM Resorts International
MGM
$11.4B
$307K 0.01%
8,418
+200
+2% +$6.79K
HTHT icon
922
Huazhu Hotels Group
HTHT
$13.2B
$307K 0.01%
+6,527
New +$282K
IMTM icon
923
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.23B
$306K 0.01%
6,382
-3,954
-38% -$189K
AA icon
924
Alcoa
AA
$12.5B
$306K 0.01%
+5,757
New +$236K
LEN icon
925
Lennar Class A
LEN
$20.4B
$306K 0.01%
2,972
+231
+8% +$27.9K
35 36
37
38 39

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TRCT
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DWM
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AC
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TFM
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IP
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TCIM
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AFI
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Atomi Financial Group's Q4 2025 Portfolio in Review

As of Q4 2025, Atomi Financial Group held 1,284 positions worth $3.41B, up 10% from $3.09B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

Atomi Financial Group deployed $306M of net new capital in Q4 2025, opening 119 new positions and adding to 691 existing holdings. Its largest new stake was Figma: 911,342 shares worth $34.1M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 12% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Oklo, an estimated $25M trimmed.

  • Atomi Financial Group's largest Q4 2025 buy was Figma: 911,342 shares worth $34.1M.
  • Atomi Financial Group added most to Broadcom in Q4 2025, an estimated $26.4M increase.
  • Atomi Financial Group's biggest Q4 2025 reduction was Oklo, cutting an estimated $25M.
  • Atomi Financial Group fully exited iShares iBonds Dec 2025 Term Treasury ETF in Q4 2025, selling an estimated $2.27M.
  • Atomi Financial Group's ten largest holdings make up 23% of its $3.41B portfolio in Q4 2025.
  • Atomi Financial Group opened 119 new positions and closed 78 in Q4 2025.
  • Atomi Financial Group's portfolio value rose 10% quarter-over-quarter to $3.41B.

Based on Atomi Financial Group's 13F filing for Q4 2025, filed 19 Feb 2026.