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
$2.19B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.9M
3
+$13.8M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.5M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$2.96M
4
GE icon
GE Aerospace
GE
+$2.9M
5
CAT icon
Caterpillar
CAT
+$2.53M

Sector Composition

1 Technology 10.69%
2 Financials 10.41%
3 Communication Services 6.08%
4 Consumer Discretionary 3.92%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$221K 0.01%
+828
927
$221K 0.01%
2,271
-396
928
$221K 0.01%
+8,840
929
$220K 0.01%
3,073
-634
930
$219K 0.01%
+10,772
931
$219K 0.01%
+6,061
932
$219K 0.01%
+6,033
933
$218K 0.01%
+6,090
934
$217K 0.01%
+2,360
935
$216K 0.01%
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936
$216K 0.01%
797
-11
937
$215K 0.01%
+6,448
938
$215K 0.01%
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939
$214K 0.01%
+1,387
940
$214K 0.01%
2,785
+60
941
$214K 0.01%
10,255
-10,810
942
$214K 0.01%
3,624
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943
$213K 0.01%
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944
$212K 0.01%
21,038
+583
945
$212K 0.01%
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946
$211K 0.01%
2,479
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947
$211K 0.01%
+1,547
948
$210K 0.01%
+2,513
949
$210K 0.01%
+3,367
950
$209K 0.01%
+4,057
36 37
38
39 40