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
SMLV icon
951
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$211M
$293K 0.01%
2,233
-13
MTG icon
952
MGIC Investment
MTG
$5.7B
$291K 0.01%
9,959
+2,171
NMR icon
953
Nomura Holdings
NMR
$22.6B
$291K 0.01%
34,629
+6,760
CARR icon
954
Carrier Global
CARR
$48.8B
$288K 0.01%
5,454
-1,609
ARES icon
955
Ares Management
ARES
$24.7B
$288K 0.01%
1,782
+28
CCI icon
956
Crown Castle
CCI
$39.4B
$287K 0.01%
3,234
-639
IWS icon
957
iShares Russell Mid-Cap Value ETF
IWS
$14.7B
$287K 0.01%
+2,035
SNV
958
DELISTED
Synovus
SNV
$287K 0.01%
+5,733
FLUT icon
959
Flutter Entertainment
FLUT
$19.7B
$286K 0.01%
1,332
-215
NDAQ icon
960
Nasdaq
NDAQ
$50.3B
$286K 0.01%
2,940
-302
XSOE icon
961
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.85B
$285K 0.01%
7,301
-46
WSM icon
962
Williams-Sonoma
WSM
$22.3B
$285K 0.01%
1,593
-43
BSJQ icon
963
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.12B
$284K 0.01%
12,189
-149,965
AOA icon
964
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.81B
$283K 0.01%
3,158
+198
MMT
965
MFS Multimarket Income Trust
MMT
$254M
$282K 0.01%
60,746
JBHT icon
966
JB Hunt Transport Services
JBHT
$20.2B
$282K 0.01%
+1,451
IQI icon
967
Invesco Quality Municipal Securities
IQI
$533M
$282K 0.01%
28,277
+6,267
FISV
968
Fiserv Inc
FISV
$33.7B
$281K 0.01%
4,187
+729
VNO icon
969
Vornado Realty Trust
VNO
$5.14B
$281K 0.01%
8,438
+102
PWP icon
970
Perella Weinberg Partners
PWP
$1.15B
$281K 0.01%
16,225
+4
JAAA icon
971
Janus Henderson AAA CLO ETF
JAAA
$27.1B
$279K 0.01%
5,526
+1,413
CPT icon
972
Camden Property Trust
CPT
$11B
$279K 0.01%
2,536
+286
MTD icon
973
Mettler-Toledo International
MTD
$24.6B
$279K 0.01%
+200
NWSA icon
974
News Corp Class A
NWSA
$13.6B
$278K 0.01%
10,647
-1,948
ACGL icon
975
Arch Capital
ACGL
$34.6B
$277K 0.01%
2,892
+248
37 38
39
40 41