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
$179M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$6.91M
3
+$4.67M
4
JPM icon
JPMorgan Chase
JPM
+$3.76M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.56M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.48%
2 Financials 6.93%
3 Healthcare 6.83%
4 Industrials 5.21%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$681K 0.38%
+6,547
77
$677K 0.38%
+3,002
78
$665K 0.37%
+7,571
79
$655K 0.37%
+7,667
80
$638K 0.36%
+1,858
81
$637K 0.36%
+1,281
82
$634K 0.35%
+12,955
83
$629K 0.35%
+4,530
84
$626K 0.35%
+3,946
85
$599K 0.33%
+4,844
86
$592K 0.33%
+3,098
87
$581K 0.32%
+23,323
88
$566K 0.32%
+17,490
89
$565K 0.32%
+7,601
90
$557K 0.31%
+4,220
91
$554K 0.31%
+104,319
92
$542K 0.3%
+8,002
93
$537K 0.3%
+5,777
94
$528K 0.3%
+5,094
95
$521K 0.29%
+12,758
96
$510K 0.29%
+6,647
97
$502K 0.28%
+3,887
98
$492K 0.27%
+93,672
99
$486K 0.27%
+4,147
100
$480K 0.27%
+6,514
2 3
4
5 6