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
$723M
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$11.7M
3
+$11.5M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.6M

Top Sells

1
+$2.28M
2
+$1.24M
3
+$1.15M
4
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$1.1M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$940K

Sector Composition

1 Financials 17.31%
2 Technology 15.64%
3 Communication Services 5.99%
4 Healthcare 4.42%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.98M 0.27%
3,001
+1,244
77
$1.98M 0.27%
28,086
+8,310
78
$1.96M 0.27%
78,145
+15,314
79
$1.95M 0.27%
7,923
+1,703
80
$1.89M 0.26%
12,217
+3,667
81
$1.88M 0.26%
68,558
+23,032
82
$1.87M 0.26%
18,768
+1,606
83
$1.87M 0.26%
+4,957
84
$1.82M 0.25%
10,704
+6,219
85
$1.82M 0.25%
56,505
86
$1.78M 0.25%
26,330
+2,944
87
$1.78M 0.25%
32,327
+12,600
88
$1.77M 0.25%
21,600
+423
89
$1.76M 0.24%
+34,296
90
$1.75M 0.24%
34,534
+395
91
$1.73M 0.24%
9,893
+2,324
92
$1.68M 0.23%
15,631
+3,131
93
$1.66M 0.23%
29,725
+6,150
94
$1.66M 0.23%
11,316
+8,365
95
$1.63M 0.23%
3,370
+421
96
$1.61M 0.22%
10,895
-15,472
97
$1.55M 0.21%
13,995
+4,002
98
$1.54M 0.21%
11,763
+3,404
99
$1.54M 0.21%
88,747
+27,364
100
$1.53M 0.21%
4,428
+2,177
2 3
4
5 6