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
$1.98B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.5M
3
+$12.7M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$2.86M
2
+$2.27M
3
+$2.12M
4
NEE icon
NextEra Energy
NEE
+$2.05M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.84M

Sector Composition

1 Technology 12.68%
2 Financials 11.38%
3 Communication Services 6.72%
4 Consumer Discretionary 4.45%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.2M 0.26%
38,380
+7,807
77
$5.1M 0.26%
55,128
+147
78
$5.08M 0.26%
102,054
+9,074
79
$5.05M 0.26%
15,980
+2,630
80
$4.98M 0.25%
14,884
+2,885
81
$4.82M 0.24%
6,239
+845
82
$4.75M 0.24%
75,460
+20,136
83
$4.68M 0.24%
32,339
+2,536
84
$4.64M 0.23%
40,138
+364
85
$4.64M 0.23%
169,673
+62,009
86
$4.35M 0.22%
13,511
+797
87
$4.18M 0.21%
25,032
-300
88
$4.15M 0.21%
41,393
+8,136
89
$4.1M 0.21%
35,593
-1,045
90
$4.09M 0.21%
4,340
+836
91
$3.95M 0.2%
64,796
-4,903
92
$3.81M 0.19%
16,399
+10,469
93
$3.74M 0.19%
76,164
+9,947
94
$3.67M 0.19%
7,247
+432
95
$3.57M 0.18%
719
+205
96
$3.56M 0.18%
27,608
-121
97
$3.55M 0.18%
66,726
+57,290
98
$3.44M 0.17%
5,534
+1,144
99
$3.43M 0.17%
34,517
+3,499
100
$3.37M 0.17%
8,675
+1,285
2 3
4
5 6