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
$1.6B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.7M
3
+$13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.83M

Top Sells

1
+$10.6M
2
+$4.67M
3
+$3.12M
4
QCOM icon
Qualcomm
QCOM
+$3.12M
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$3.03M

Sector Composition

1 Technology 11.83%
2 Financials 11.12%
3 Communication Services 6.02%
4 Consumer Discretionary 3.97%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.26M 0.27%
30,573
-22,351
77
$4.23M 0.26%
5,965
+548
78
$4.17M 0.26%
+515,591
79
$4.15M 0.26%
51,388
+2,252
80
$4.13M 0.26%
80,855
+4,634
81
$4M 0.25%
12,714
+83
82
$3.98M 0.25%
6,815
-231
83
$3.82M 0.24%
55,324
-43,043
84
$3.79M 0.24%
27,729
+22,501
85
$3.68M 0.23%
20,535
-1,288
86
$3.67M 0.23%
13,350
+747
87
$3.65M 0.23%
30,673
-2,203
88
$3.52M 0.22%
31,018
-1,282
89
$3.45M 0.22%
27,356
-5
90
$3.35M 0.21%
33,257
+4,552
91
$3.33M 0.21%
66,217
+12,869
92
$3.28M 0.21%
11,999
+2,589
93
$3.11M 0.19%
3,504
+686
94
$3.03M 0.19%
107,664
+180
95
$3.03M 0.19%
31,245
+549
96
$2.99M 0.19%
7,390
+557
97
$2.99M 0.19%
51,998
-2,577
98
$2.95M 0.18%
30,288
-2,632
99
$2.94M 0.18%
6,956
+529
100
$2.85M 0.18%
69,699
-1,720
2 3
4
5 6