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
$3.38B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$26.4M
3
+$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Top Sells

1
+$25M
2
+$12.8M
3
+$9.99M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$9.61M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$8.91M

Sector Composition

1 Technology 15.06%
2 Financials 10.36%
3 Communication Services 6.26%
4 Consumer Discretionary 4.52%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMD icon
76
Advanced Micro Devices
AMD
$325B
$8.14M 0.24%
38,030
-6,206
USRT icon
77
iShares Core US REIT ETF
USRT
$3.6B
$8.04M 0.24%
141,106
-11,485
SCHD icon
78
Schwab US Dividend Equity ETF
SCHD
$84.4B
$7.94M 0.23%
289,463
+1,095
LQD icon
79
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.9B
$7.86M 0.23%
71,345
+5,034
CSHI icon
80
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$934M
$7.82M 0.23%
157,316
-2,102
V icon
81
Visa
V
$615B
$7.76M 0.23%
22,122
+1,922
IJT icon
82
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.69B
$7.66M 0.23%
54,289
+809
GS icon
83
Goldman Sachs
GS
$251B
$7.54M 0.22%
8,578
+612
GE icon
84
GE Aerospace
GE
$343B
$7.33M 0.22%
23,811
+11,876
XLK icon
85
State Street Technology Select Sector SPDR ETF
XLK
$88.6B
$7.12M 0.21%
49,473
+15,139
FLOT icon
86
iShares Floating Rate Bond ETF
FLOT
$9.21B
$7.06M 0.21%
138,733
+8,243
DLS icon
87
WisdomTree International SmallCap Dividend Fund
DLS
$1.03B
$6.92M 0.2%
85,401
-7,023
NEE icon
88
NextEra Energy
NEE
$190B
$6.82M 0.2%
84,945
+46,777
EFA icon
89
iShares MSCI EAFE ETF
EFA
$73.2B
$6.81M 0.2%
70,866
-2,155
MRK icon
90
Merck
MRK
$287B
$6.62M 0.2%
62,935
+23,752
MUB icon
91
iShares National Muni Bond ETF
MUB
$42.7B
$6.44M 0.19%
60,117
+8,365
TMO icon
92
Thermo Fisher Scientific
TMO
$195B
$6.41M 0.19%
11,065
+6,577
CVX icon
93
Chevron
CVX
$376B
$6.39M 0.19%
41,909
+3,267
CRWV
94
CoreWeave Inc
CRWV
$39B
$6.24M 0.18%
+87,077
IEF icon
95
iShares 7-10 Year Treasury Bond ETF
IEF
$47.9B
$6.08M 0.18%
63,235
+1,700
TLT icon
96
iShares 20+ Year Treasury Bond ETF
TLT
$44.5B
$5.91M 0.17%
67,841
-24,452
QUAL icon
97
iShares MSCI USA Quality Factor ETF
QUAL
$49.5B
$5.88M 0.17%
29,629
-1,438
HSBC icon
98
HSBC
HSBC
$294B
$5.87M 0.17%
74,634
+6,099
VV icon
99
Vanguard Large-Cap ETF
VV
$47.1B
$5.82M 0.17%
18,500
+292
BSV icon
100
Vanguard Short-Term Bond ETF
BSV
$43.3B
$5.8M 0.17%
73,608
-6,527
2 3
4
5 6