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
$3.38B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$26.4M
3
+$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Top Sells

1
+$25M
2
+$12.8M
3
+$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

1 Technology 15.06%
2 Financials 10.36%
3 Communication Services 6.26%
4 Consumer Discretionary 4.52%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UTHR icon
926
United Therapeutics
UTHR
$21B
$303K 0.01%
621
+75
UGI icon
927
UGI
UGI
$7.89B
$302K 0.01%
8,069
+1,106
JKHY icon
928
Jack Henry & Associates
JKHY
$12.4B
$302K 0.01%
+1,654
ADC icon
929
Agree Realty
ADC
$9.76B
$301K 0.01%
4,177
+643
WMS icon
930
Advanced Drainage Systems
WMS
$11.4B
$301K 0.01%
2,076
+516
IDE
931
Voya Infrastructure, Industrials and Materials Fund
IDE
$201M
$300K 0.01%
+24,413
J icon
932
Jacobs Solutions
J
$16.1B
$300K 0.01%
2,263
+13
VTWV icon
933
Vanguard Russell 2000 Value ETF
VTWV
$972M
$300K 0.01%
1,874
EUFN icon
934
iShares MSCI Europe Financials ETF
EUFN
$4.04B
$299K 0.01%
8,060
-1,611
IBDU icon
935
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.65B
$299K 0.01%
12,760
-2,599
THC icon
936
Tenet Healthcare
THC
$20.6B
$298K 0.01%
1,501
+12
WAL icon
937
Western Alliance Bancorporation
WAL
$8.12B
$297K 0.01%
3,536
+193
DDLS icon
938
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$457M
$297K 0.01%
6,902
-182
EXE
939
Expand Energy Corp
EXE
$25.7B
$296K 0.01%
2,685
-60
BE icon
940
Bloom Energy
BE
$37.9B
$296K 0.01%
+3,407
XT icon
941
iShares Future Exponential Technologies ETF
XT
$3.5B
$296K 0.01%
4,238
+105
CALF icon
942
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.42B
$295K 0.01%
6,658
-816
BSCU icon
943
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.44B
$295K 0.01%
17,455
-6,941
WTW icon
944
Willis Towers Watson
WTW
$28.6B
$295K 0.01%
898
+152
BSCW icon
945
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.4B
$295K 0.01%
14,135
-5,554
EIX icon
946
Edison International
EIX
$27.6B
$295K 0.01%
4,915
+295
FITB
947
Fifth Third Bancorp
FITB
$42.7B
$294K 0.01%
6,287
+932
HSY icon
948
Hershey
HSY
$45.6B
$294K 0.01%
1,617
+183
WDS icon
949
Woodside Energy
WDS
$42.5B
$294K 0.01%
18,853
-1,673
ARKK icon
950
ARK Innovation ETF
ARKK
$6.26B
$293K 0.01%
3,809
+177
36 37
38
39 40