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
$1.08B
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
772
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.3M
3
+$10.9M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.48M

Top Sells

1
+$21.5M
2
+$7.35M
3
+$4.41M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.63M
5
INTC icon
Intel
INTC
+$2.25M

Sector Composition

1 Financials 15.3%
2 Technology 11.78%
3 Communication Services 5.6%
4 Consumer Discretionary 4.03%
5 Healthcare 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.31M 0.31%
+55,819
77
$3.24M 0.3%
77,064
+71,373
78
$3.21M 0.3%
+80,782
79
$3.06M 0.28%
5,043
+2,159
80
$3.06M 0.28%
62,156
-4,378
81
$3.04M 0.28%
59,005
-7,204
82
$2.97M 0.27%
58,083
+23,549
83
$2.94M 0.27%
59,837
+44,299
84
$2.92M 0.27%
108,687
+312
85
$2.92M 0.27%
5,898
+261
86
$2.91M 0.27%
14,902
+5,009
87
$2.74M 0.25%
23,797
+19,797
88
$2.73M 0.25%
9,787
+550
89
$2.7M 0.25%
22,086
+5,244
90
$2.63M 0.24%
70,666
+13,867
91
$2.53M 0.23%
+59,540
92
$2.53M 0.23%
54,116
+36,016
93
$2.53M 0.23%
25,136
+6,368
94
$2.52M 0.23%
181,745
+170,160
95
$2.4M 0.22%
54,748
+23,450
96
$2.38M 0.22%
7,907
+3,930
97
$2.38M 0.22%
13,047
+830
98
$2.37M 0.22%
13,113
+2,218
99
$2.35M 0.22%
43,732
+5,298
100
$2.35M 0.22%
54,180
+40,772
2 3
4
5 6