AFG

Atomi Financial Group Portfolio holdings

AUM $3.09B
1-Year Est. Return 36.43%
This Quarter Est. Return
1 Year Est. Return
+36.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.9M
3
+$13.8M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.5M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$2.96M
4
GE icon
GE Aerospace
GE
+$2.9M
5
CAT icon
Caterpillar
CAT
+$2.53M

Sector Composition

1 Technology 10.69%
2 Financials 10.41%
3 Communication Services 6.08%
4 Consumer Discretionary 3.92%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.74M 0.26%
86,941
+11,481
77
$5.72M 0.26%
33,592
-257
78
$5.65M 0.26%
113,748
+11,694
79
$5.55M 0.25%
44,578
+6,198
80
$5.54M 0.25%
21,570
-2,652
81
$5.51M 0.25%
33,213
-6,617
82
$5.45M 0.25%
50,127
-11,570
83
$5.43M 0.25%
61,894
-1,251
84
$5.39M 0.25%
40,694
+556
85
$5.2M 0.24%
186,035
+16,362
86
$5.12M 0.23%
15,535
-7,658
87
$5.06M 0.23%
53,085
-2,043
88
$5.06M 0.23%
24,500
+8,101
89
$4.95M 0.23%
28,981
-1,584
90
$4.71M 0.21%
17,540
+2,656
91
$4.66M 0.21%
198,728
-13,219
92
$4.57M 0.21%
127,285
+120,815
93
$4.5M 0.21%
14,667
+1,156
94
$4.47M 0.2%
44,461
+3,068
95
$4.14M 0.19%
15,509
+9,336
96
$3.9M 0.18%
26,589
-1,019
97
$3.83M 0.17%
831
+112
98
$3.81M 0.17%
7,272
+25
99
$3.78M 0.17%
45,123
+35,761
100
$3.77M 0.17%
8,983
+1,194
2 3
4
5 6