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
$1.35B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.8M
3
+$10M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.67M

Top Sells

1
+$5.58M
2
+$4M
3
+$3.63M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.19M
5
LIN icon
Linde
LIN
+$2.69M

Sector Composition

1 Technology 13%
2 Financials 12.43%
3 Communication Services 6.33%
4 Healthcare 3.67%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.73M 0.28%
21,823
+1,586
77
$3.69M 0.27%
34,575
-3,454
78
$3.66M 0.27%
5,417
+374
79
$3.65M 0.27%
86,543
+32,363
80
$3.62M 0.27%
78,030
+23,914
81
$3.59M 0.27%
7,046
+1,148
82
$3.56M 0.26%
25,680
+1,902
83
$3.36M 0.25%
18,474
+189
84
$3.33M 0.25%
49,136
+10,334
85
$3.31M 0.24%
12,603
+2,816
86
$3.21M 0.24%
27,361
+7,528
87
$3.09M 0.23%
3,026
+717
88
$2.98M 0.22%
13,879
-1,023
89
$2.92M 0.22%
54,575
-4,430
90
$2.89M 0.21%
28,705
+3,569
91
$2.79M 0.21%
107,484
-1,203
92
$2.76M 0.2%
32,920
-13,052
93
$2.66M 0.2%
30,696
+6,254
94
$2.64M 0.2%
5,974
-4,660
95
$2.6M 0.19%
53,348
-6,489
96
$2.52M 0.19%
4,362
+1,331
97
$2.51M 0.19%
6,427
+1,093
98
$2.51M 0.19%
25,303
+3,217
99
$2.49M 0.18%
57,084
-5,072
100
$2.43M 0.18%
29,812
+7,187
2 3
4
5 6