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
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
3 Communication Services 5.98%
4 Consumer Discretionary 3.96%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$247K 0.01%
14,942
+4,882
927
$247K 0.01%
1,782
-308
928
$246K 0.01%
4,478
+618
929
$245K 0.01%
4,122
+128
930
$244K 0.01%
+3,286
931
$244K 0.01%
7,929
-17,333
932
$243K 0.01%
1,500
-805
933
$242K 0.01%
+898
934
$242K 0.01%
796
-1
935
$242K 0.01%
1,572
+185
936
$242K 0.01%
8,674
+356
937
$241K 0.01%
421
-15
938
$241K 0.01%
+498
939
$241K 0.01%
18,009
940
$241K 0.01%
9,565
+725
941
$240K 0.01%
12,795
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942
$240K 0.01%
+1,853
943
$240K 0.01%
+3,279
944
$239K 0.01%
16,797
+692
945
$239K 0.01%
1,276
-74
946
$239K 0.01%
+2,617
947
$239K 0.01%
3,224
+317
948
$238K 0.01%
+1,323
949
$238K 0.01%
+7,119
950
$238K 0.01%
677
+43
36 37
38
39 40