We are live on ! Find out more
AFG

Atomi Financial Group Portfolio holdings

AUM $3.24B
1-Year Est. Return 33.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.2M
3
+$12.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$10.9M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.47M

Top Sells

1
+$10.4M
2
+$4.5M
3
+$3.24M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$3.01M
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$3.01M

Sector Composition

1 Technology 11.65%
2 Financials 11.29%
3 Communication Services 6.02%
4 Consumer Discretionary 3.97%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
– –
-16,521
927
– –
-10,791
928
– –
-2,671
929
– –
-5,319
930
– –
-6,258
931
– –
-4,877
932
– –
-18,048
933
– –
-4,776
934
– –
-2,695
935
– –
-4,136
936
– –
-12,083
937
– –
-18,734
938
– –
-24,988
939
– –
-6,883
940
– –
-43,001
941
– –
-8,470
942
– –
-5,567
34 35 36 37
38