AFG

Atomi Financial Group Portfolio holdings

AUM $3.24B
1-Year Est. Return 33.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.24B
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,330
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$5.69M
3
+$5.67M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.6M
5
VTV icon
Vanguard Value ETF
VTV
+$5.07M

Top Sells

1
+$35.2M
2
+$8.53M
3
+$8.28M
4
BND icon
Vanguard Total Bond Market
BND
+$6.92M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.03M

Sector Composition

1 Technology 13.9%
2 Financials 8.77%
3 Communication Services 5.7%
4 Consumer Discretionary 3.98%
5 Healthcare 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
76
IBM
IBM
$284B
$8.3M 0.26%
34,238
+2
NFLX icon
77
Netflix
NFLX
$343B
$8.02M 0.25%
83,380
-8,270
BNDX icon
78
Vanguard Total International Bond ETF
BNDX
$78.9B
$8.01M 0.25%
166,716
-14,284
BAC icon
79
Bank of America
BAC
$384B
$7.95M 0.25%
163,030
-13,231
NEE icon
80
NextEra Energy
NEE
$179B
$7.94M 0.24%
85,498
+553
IWB icon
81
iShares Russell 1000 ETF
IWB
$49B
$7.85M 0.24%
22,016
+9,021
BSV icon
82
Vanguard Short-Term Bond ETF
BSV
$44.4B
$7.83M 0.24%
99,854
+26,246
IJT icon
83
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.58B
$7.62M 0.24%
52,664
-1,625
FLOT icon
84
iShares Floating Rate Bond ETF
FLOT
$9.49B
$7.56M 0.23%
148,373
+9,640
ASML icon
85
ASML
ASML
$677B
$6.97M 0.21%
5,273
+537
GS icon
86
Goldman Sachs
GS
$322B
$6.91M 0.21%
8,167
-411
CRWV
87
CoreWeave Inc
CRWV
$58.9B
$6.83M 0.21%
88,101
+1,024
DLS icon
88
WisdomTree International SmallCap Dividend Fund
DLS
$1.07B
$6.78M 0.21%
83,147
-2,254
QUAL icon
89
iShares MSCI USA Quality Factor ETF
QUAL
$52.5B
$6.74M 0.21%
35,158
+5,529
MA icon
90
Mastercard
MA
$426B
$6.74M 0.21%
13,481
-2,139
EFA icon
91
iShares MSCI EAFE ETF
EFA
$77.5B
$6.73M 0.21%
69,270
-1,596
SPYM
92
State Street SPDR Portfolio S&P 500 ETF
SPYM
$147B
$6.65M 0.21%
86,854
+51,333
GE icon
93
GE Aerospace
GE
$342B
$6.45M 0.2%
22,735
-1,076
IEMG icon
94
iShares Core MSCI Emerging Markets ETF
IEMG
$163B
$6.41M 0.2%
91,912
+37,232
SGOV icon
95
iShares 0-3 Month Treasury Bond ETF
SGOV
$91.5B
$6.4M 0.2%
63,602
+7,564
XLK icon
96
State Street Technology Select Sector SPDR ETF
XLK
$126B
$6.4M 0.2%
48,125
-1,348
HSBC icon
97
HSBC
HSBC
$318B
$6.26M 0.19%
75,875
+1,241
V icon
98
Visa
V
$609B
$6.2M 0.19%
20,527
-1,595
ITOT icon
99
iShares Core S&P Total US Stock Market ETF
ITOT
$93.7B
$6.14M 0.19%
43,108
+20,761
RTX icon
100
RTX Corp
RTX
$242B
$6.1M 0.19%
31,613
+1,603
2 3
4
5 6