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
951
$237K 0.01%
+1,751
952
$237K 0.01%
13,304
-2,002
953
$236K 0.01%
6,006
-288
954
$236K 0.01%
+5,548
955
$236K 0.01%
3,494
-1,081
956
$235K 0.01%
+574
957
$235K 0.01%
53,706
+429
958
$235K 0.01%
12,552
+1,841
959
$235K 0.01%
3,453
+83
960
$235K 0.01%
+610
961
$234K 0.01%
7,137
-16,300
962
$234K 0.01%
5,652
-2,540
963
$234K 0.01%
+26,153
964
$233K 0.01%
1,829
-177
965
$233K 0.01%
5,985
+374
966
$233K 0.01%
2,450
+270
967
$232K 0.01%
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968
$232K 0.01%
13,092
-3,344
969
$232K 0.01%
2,098
-192
970
$231K 0.01%
2,409
+115
971
$231K 0.01%
21,038
972
$231K 0.01%
+4,638
973
$231K 0.01%
+1,838
974
$231K 0.01%
55,824
975
$230K 0.01%
+1,308
37 38
39
40 41