AFG

Atomi Financial Group Portfolio holdings

AUM $2.64B
1-Year Est. Return 31.3%
This Quarter Est. Return
1 Year Est. Return
+31.3%
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
BAC icon
76
Bank of America
BAC
$378B
$6.57M 0.25%
138,902
-7,209
DLS icon
77
WisdomTree International SmallCap Dividend Fund
DLS
$1.01B
$6.47M 0.24%
86,162
-779
WMT icon
78
Walmart
WMT
$847B
$6.4M 0.24%
65,471
+3,577
CAT icon
79
Caterpillar
CAT
$246B
$6.36M 0.24%
16,373
+838
LLY icon
80
Eli Lilly
LLY
$717B
$6.35M 0.24%
8,151
+8
IJT icon
81
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.33B
$6.34M 0.24%
47,683
+3,105
LQD icon
82
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.4B
$6.08M 0.23%
55,464
+5,337
SCHD icon
83
Schwab US Dividend Equity ETF
SCHD
$70.8B
$5.57M 0.21%
210,039
+24,004
IEF icon
84
iShares 7-10 Year Treasury Bond ETF
IEF
$39B
$5.54M 0.21%
57,864
+4,779
BKNG icon
85
Booking.com
BKNG
$171B
$5.51M 0.21%
951
+120
XOM icon
86
Exxon Mobil
XOM
$481B
$5.49M 0.21%
50,940
-5,385
SCHC icon
87
Schwab International Small-Cap Equity ETF
SCHC
$5.31B
$5.29M 0.2%
124,197
-3,088
GS icon
88
Goldman Sachs
GS
$234B
$5.28M 0.2%
7,464
-3,765
CRM icon
89
Salesforce
CRM
$251B
$5.25M 0.2%
19,262
+1,722
VV icon
90
Vanguard Large-Cap ETF
VV
$46.5B
$5.18M 0.2%
18,164
-3,406
BNDX icon
91
Vanguard Total International Bond ETF
BNDX
$69.9B
$5.03M 0.19%
101,636
+26,629
XLK icon
92
Technology Select Sector SPDR Fund
XLK
$94.8B
$4.93M 0.19%
19,478
-5,022
CVX icon
93
Chevron
CVX
$310B
$4.86M 0.18%
33,957
-2,631
DIA icon
94
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40B
$4.75M 0.18%
10,782
+1,799
SCHA icon
95
Schwab U.S Small- Cap ETF
SCHA
$20.7B
$4.64M 0.18%
183,484
-15,244
SO icon
96
Southern Company
SO
$107B
$4.63M 0.18%
50,402
+30,374
IWB icon
97
iShares Russell 1000 ETF
IWB
$45.2B
$4.62M 0.17%
13,616
-1,051
MINT icon
98
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.9B
$4.58M 0.17%
45,588
+1,127
ORCL icon
99
Oracle
ORCL
$784B
$4.53M 0.17%
20,722
+2,971
SPHY icon
100
SPDR Portfolio High Yield Bond ETF
SPHY
$9.24B
$4.47M 0.17%
187,675
+41,516
2 3
4
5 6