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
$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
DLS icon
76
WisdomTree International SmallCap Dividend Fund
DLS
$1.01B
$5.74M 0.26%
86,941
+11,481
PG icon
77
Procter & Gamble
PG
$359B
$5.72M 0.26%
33,592
-257
CSHI icon
78
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$638M
$5.65M 0.26%
113,748
+11,694
IJT icon
79
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.27B
$5.55M 0.25%
44,578
+6,198
VV icon
80
Vanguard Large-Cap ETF
VV
$46.1B
$5.54M 0.25%
21,570
-2,652
TSM icon
81
TSMC
TSM
$1.49T
$5.51M 0.25%
33,213
-6,617
LQD icon
82
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.4B
$5.45M 0.25%
50,127
-11,570
WMT icon
83
Walmart
WMT
$858B
$5.43M 0.25%
61,894
-1,251
RTX icon
84
RTX Corp
RTX
$236B
$5.39M 0.25%
40,694
+556
SCHD icon
85
Schwab US Dividend Equity ETF
SCHD
$70.7B
$5.2M 0.24%
186,035
+16,362
CAT icon
86
Caterpillar
CAT
$240B
$5.12M 0.23%
15,535
-7,658
IEF icon
87
iShares 7-10 Year Treasury Bond ETF
IEF
$39B
$5.06M 0.23%
53,085
-2,043
XLK icon
88
Technology Select Sector SPDR Fund
XLK
$93.1B
$5.06M 0.23%
24,500
+8,101
QUAL icon
89
iShares MSCI USA Quality Factor ETF
QUAL
$53.4B
$4.95M 0.23%
28,981
-1,584
CRM icon
90
Salesforce
CRM
$247B
$4.71M 0.21%
17,540
+2,656
SCHA icon
91
Schwab U.S Small- Cap ETF
SCHA
$20.4B
$4.66M 0.21%
198,728
-13,219
SCHC icon
92
Schwab International Small-Cap Equity ETF
SCHC
$5.32B
$4.57M 0.21%
127,285
+120,815
IWB icon
93
iShares Russell 1000 ETF
IWB
$44.8B
$4.5M 0.21%
14,667
+1,156
MINT icon
94
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.9B
$4.47M 0.2%
44,461
+3,068
TMUS icon
95
T-Mobile US
TMUS
$255B
$4.14M 0.19%
15,509
+9,336
MMM icon
96
3M
MMM
$88.8B
$3.9M 0.18%
26,589
-1,019
BKNG icon
97
Booking.com
BKNG
$170B
$3.83M 0.17%
831
+112
UNH icon
98
UnitedHealth
UNH
$326B
$3.81M 0.17%
7,272
+25
BK icon
99
Bank of New York Mellon
BK
$74.4B
$3.78M 0.17%
45,123
+35,761
DIA icon
100
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.8B
$3.77M 0.17%
8,983
+1,194
2 3
4
5 6