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

Top Buys

1
+$11M
2
+$10.7M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.81M
5
BND icon
Vanguard Total Bond Market
BND
+$7.14M

Top Sells

1
+$11.1M
2
+$8.26M
3
+$7.15M
4
OKLO
Oklo
OKLO
+$5.76M
5
RBLX icon
Roblox
RBLX
+$5.59M

Sector Composition

1 Financials 12.16%
2 Technology 11.72%
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
INGR icon
951
Ingredion
INGR
$6.86B
$237K 0.01%
+1,751
ATLO icon
952
AMES National
ATLO
$190M
$237K 0.01%
13,304
-2,002
IXC icon
953
iShares Global Energy ETF
IXC
$1.92B
$236K 0.01%
6,006
-288
CUBE icon
954
CubeSmart
CUBE
$8.35B
$236K 0.01%
+5,548
BXP icon
955
Boston Properties
BXP
$11.2B
$236K 0.01%
3,494
-1,081
DUOL icon
956
Duolingo
DUOL
$8.5B
$235K 0.01%
+574
LUMN icon
957
Lumen
LUMN
$8.24B
$235K 0.01%
53,706
+429
JLS icon
958
Nuveen Mortgage and Income Fund
JLS
$103M
$235K 0.01%
12,552
+1,841
XEL icon
959
Xcel Energy
XEL
$47.8B
$235K 0.01%
3,453
+83
RBC icon
960
RBC Bearings
RBC
$13.7B
$235K 0.01%
+610
SLV icon
961
iShares Silver Trust
SLV
$25.6B
$234K 0.01%
7,137
-16,300
ACIO icon
962
Aptus Collared Investment Opportunity ETF
ACIO
$2.14B
$234K 0.01%
5,652
-2,540
VTRS icon
963
Viatris
VTRS
$12.6B
$234K 0.01%
+26,153
ROST icon
964
Ross Stores
ROST
$52.5B
$233K 0.01%
1,829
-177
ALLY icon
965
Ally Financial
ALLY
$12B
$233K 0.01%
5,985
+374
ALSN icon
966
Allison Transmission
ALSN
$6.82B
$233K 0.01%
2,450
+270
MCHP icon
967
Microchip Technology
MCHP
$29.3B
$232K 0.01%
+3,303
BEKE icon
968
KE Holdings
BEKE
$18.6B
$232K 0.01%
13,092
-3,344
PNFP icon
969
Pinnacle Financial Partners
PNFP
$6.79B
$232K 0.01%
2,098
-192
AEE icon
970
Ameren
AEE
$28.4B
$231K 0.01%
2,409
+115
CHY
971
Calamos Convertible and High Income Fund
CHY
$902M
$231K 0.01%
21,038
FMB icon
972
First Trust Managed Municipal ETF
FMB
$1.92B
$231K 0.01%
+4,638
NBIX icon
973
Neurocrine Biosciences
NBIX
$14.4B
$231K 0.01%
+1,838
GGT
974
Gabelli Multimedia Trust
GGT
$145M
$231K 0.01%
55,824
THC icon
975
Tenet Healthcare
THC
$17.2B
$230K 0.01%
+1,308
37 38
39
40 41