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
951
$209K 0.01%
53,277
-1,839
952
$209K 0.01%
33,381
-64,701
953
$209K 0.01%
2,180
+109
954
$208K 0.01%
+2,223
955
$208K 0.01%
679
-36
956
$208K 0.01%
+1,401
957
$208K 0.01%
7,612
-8,191
958
$207K 0.01%
+10,937
959
$207K 0.01%
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960
$206K 0.01%
16,156
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961
$206K 0.01%
1,748
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962
$206K 0.01%
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963
$206K 0.01%
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964
$205K 0.01%
+5,611
965
$204K 0.01%
24,780
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966
$204K 0.01%
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$202K 0.01%
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973
$202K 0.01%
+2,260
974
$201K 0.01%
19,639
-4,306
975
$201K 0.01%
16,204
+4,330
37 38
39
40 41