AFG

Atomi Financial Group Portfolio holdings

AUM $2.64B
1-Year Est. Return 31.3%
This Quarter Est. Return
1 Year Est. Return
+31.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.98B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.5M
3
+$12.7M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$2.86M
2
+$2.27M
3
+$2.12M
4
NEE icon
NextEra Energy
NEE
+$2.05M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.84M

Sector Composition

1 Technology 12.68%
2 Financials 11.38%
3 Communication Services 6.72%
4 Consumer Discretionary 4.45%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$163K 0.01%
19,431
+2,646
927
$162K 0.01%
+10,271
928
$161K 0.01%
11,272
+154
929
$156K 0.01%
15,390
+3,229
930
$153K 0.01%
11,874
-10,237
931
$153K 0.01%
86,264
-10,346
932
$151K 0.01%
81,547
+9,866
933
$147K 0.01%
11,504
-324
934
$145K 0.01%
11,074
-2,633
935
$141K 0.01%
34,994
-14,747
936
$130K 0.01%
15,336
-10,273
937
$127K 0.01%
19,553
-17,722
938
$123K 0.01%
16,283
-2,590
939
$122K 0.01%
13,696
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940
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26,634
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941
$118K 0.01%
10,938
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942
$117K 0.01%
26,881
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943
$116K 0.01%
20,019
+132
944
$115K 0.01%
13,151
+342
945
$111K 0.01%
19,624
-6,540
946
$110K 0.01%
+3,402
947
$107K 0.01%
10,746
+431
948
$97.2K ﹤0.01%
17,000
-15,264
949
$96.6K ﹤0.01%
14,040
+408
950
$95.1K ﹤0.01%
49,801
-74,387
36 37
38
39 40