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
$299M
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.99M
3
+$2.9M
4
NVDA icon
NVIDIA
NVDA
+$2.48M
5
GE icon
GE Aerospace
GE
+$2.4M

Top Sells

1
+$1.26M
2
+$1.23M
3
+$832K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$804K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$797K

Sector Composition

1 Technology 18.4%
2 Financials 6.12%
3 Healthcare 5.1%
4 Industrials 4.43%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.1M 0.37%
16,609
+9,208
77
$1.06M 0.35%
19,727
+2,227
78
$1.04M 0.35%
33,697
+10,335
79
$1.03M 0.34%
61,383
+6,973
80
$1.02M 0.34%
+9,993
81
$1.01M 0.34%
6,866
+1,439
82
$993K 0.33%
1,757
+389
83
$984K 0.33%
6,170
+1,792
84
$980K 0.33%
45,464
+19,683
85
$979K 0.33%
32,164
-5,439
86
$944K 0.32%
11,649
-108
87
$924K 0.31%
15,579
+10,195
88
$899K 0.3%
59,820
+822
89
$896K 0.3%
8,359
-497
90
$874K 0.29%
17,420
+9,167
91
$874K 0.29%
+26,347
92
$874K 0.29%
69,014
+7,975
93
$866K 0.29%
9,351
-405
94
$855K 0.29%
16,079
+8,408
95
$809K 0.27%
+29,048
96
$808K 0.27%
+9,758
97
$807K 0.27%
18,465
+10,307
98
$800K 0.27%
+5,648
99
$798K 0.27%
+16,774
100
$791K 0.26%
23,568
+10,638
2 3
4
5 6