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
$3.09B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.6M

Top Sells

1
+$66.1M
2
+$23.3M
3
+$10.6M
4
COIN icon
Coinbase
COIN
+$7.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$6.5M

Sector Composition

1 Technology 12.43%
2 Financials 11.8%
3 Communication Services 6.25%
4 Consumer Discretionary 3.99%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJT icon
76
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.7B
$7.57M 0.24%
53,480
+5,797
RBLX icon
77
Roblox
RBLX
$61.3B
$7.49M 0.24%
54,084
-31,303
LQD icon
78
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$28B
$7.39M 0.24%
66,311
+10,847
DLS icon
79
WisdomTree International SmallCap Dividend Fund
DLS
$1.03B
$7.35M 0.24%
92,424
+6,262
T icon
80
AT&T
T
$167B
$7.31M 0.24%
258,724
+17,945
AMD icon
81
Advanced Micro Devices
AMD
$377B
$7.16M 0.23%
44,236
+20,503
V icon
82
Visa
V
$633B
$6.9M 0.22%
20,200
+738
WMT icon
83
Walmart Inc
WMT
$954B
$6.89M 0.22%
66,879
+1,408
EFA icon
84
iShares MSCI EAFE ETF
EFA
$73.5B
$6.82M 0.22%
73,021
-2,763
FLOT icon
85
iShares Floating Rate Bond ETF
FLOT
$9B
$6.67M 0.22%
130,490
-4,720
LLY icon
86
Eli Lilly
LLY
$929B
$6.65M 0.22%
8,715
+564
XOM icon
87
Exxon Mobil
XOM
$548B
$6.62M 0.21%
58,744
+7,804
GS icon
88
Goldman Sachs
GS
$289B
$6.34M 0.21%
7,966
+502
BSV icon
89
Vanguard Short-Term Bond ETF
BSV
$42.4B
$6.32M 0.2%
80,135
+34,707
ORCL icon
90
Oracle
ORCL
$549B
$6.32M 0.2%
22,477
+1,755
MINT icon
91
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.7B
$6.24M 0.2%
62,002
+16,414
SPHY icon
92
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.7B
$6.07M 0.2%
253,471
+65,796
QUAL icon
93
iShares MSCI USA Quality Factor ETF
QUAL
$49.1B
$6.04M 0.2%
31,067
-5,751
CVX icon
94
Chevron
CVX
$332B
$6M 0.19%
38,642
+4,685
IEF icon
95
iShares 7-10 Year Treasury Bond ETF
IEF
$45.9B
$5.94M 0.19%
61,535
+3,671
IBIT icon
96
iShares Bitcoin Trust
IBIT
$74.7B
$5.74M 0.19%
88,378
+73,554
MO icon
97
Altria Group
MO
$104B
$5.62M 0.18%
85,102
+11,511
BKNG icon
98
Booking.com
BKNG
$165B
$5.61M 0.18%
1,039
+88
VV icon
99
Vanguard Large-Cap ETF
VV
$47.8B
$5.61M 0.18%
18,208
+44
MUB icon
100
iShares National Muni Bond ETF
MUB
$42.1B
$5.51M 0.18%
51,752
+14,490
2 3
4
5 6