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
$3.09B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.6M

Top Sells

1
+$66.1M
2
+$23.3M
3
+$10.6M
4
COIN icon
Coinbase
COIN
+$7.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$6.5M

Sector Composition

1 Technology 12.43%
2 Financials 11.8%
3 Communication Services 6.25%
4 Consumer Discretionary 3.99%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GDDY icon
926
GoDaddy
GDDY
$14B
$279K 0.01%
2,042
-190
TSLY icon
927
YieldMax TSLA Option Income Strategy ETF
TSLY
$1.05B
$279K 0.01%
5,925
+557
ROKU icon
928
Roku
ROKU
$15.2B
$279K 0.01%
+2,786
XSOE icon
929
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.84B
$279K 0.01%
7,347
-1,935
CNI icon
930
Canadian National Railway
CNI
$59.8B
$278K 0.01%
2,948
-1,028
GLPI icon
931
Gaming and Leisure Properties
GLPI
$13B
$278K 0.01%
+5,961
SF icon
932
Stifel
SF
$12.9B
$278K 0.01%
2,448
+339
NULV icon
933
Nuveen ESG Large-Cap Value ETF
NULV
$1.93B
$278K 0.01%
+6,338
BXP icon
934
Boston Properties
BXP
$10.4B
$277K 0.01%
3,725
+231
EWJ icon
935
iShares MSCI Japan ETF
EWJ
$16.7B
$276K 0.01%
3,447
-3,278
KMB icon
936
Kimberly-Clark
KMB
$33.7B
$276K 0.01%
2,223
-562
SUSB icon
937
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.07B
$274K 0.01%
10,843
+1,278
SMMD icon
938
iShares Russell 2500 ETF
SMMD
$2.22B
$273K 0.01%
3,707
+39
ALAB icon
939
Astera Labs
ALAB
$31B
$273K 0.01%
+1,395
AR icon
940
Antero Resources
AR
$10.1B
$273K 0.01%
8,121
-689
ATO icon
941
Atmos Energy
ATO
$27.2B
$272K 0.01%
1,596
+24
BBY icon
942
Best Buy
BBY
$13.8B
$272K 0.01%
+3,595
AVK
943
Advent Convertible and Income Fund
AVK
$557M
$271K 0.01%
21,156
-1,575
GL icon
944
Globe Life
GL
$10.9B
$270K 0.01%
1,886
+146
BSTZ icon
945
BlackRock Science and Technology Term Trust
BSTZ
$1.54B
$269K 0.01%
12,150
-500
ATLO icon
946
AMES National
ATLO
$209M
$269K 0.01%
13,304
VOOV icon
947
Vanguard S&P 500 Value ETF
VOOV
$6B
$268K 0.01%
1,346
+2
IBMN
948
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$268K 0.01%
+10,014
HSY icon
949
Hershey
HSY
$40.3B
$268K 0.01%
1,434
+218
DXCM icon
950
DexCom
DXCM
$27.6B
$268K 0.01%
3,980
-2,222
36 37
38
39 40