AFG

Atomi Financial Group Portfolio holdings

AUM $3.38B
1-Year Est. Return 32.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
3 Communication Services 5.98%
4 Consumer Discretionary 3.96%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.57M 0.25%
138,902
-7,209
77
$6.47M 0.24%
86,162
-779
78
$6.4M 0.24%
65,471
+3,577
79
$6.36M 0.24%
16,373
+838
80
$6.35M 0.24%
8,151
+8
81
$6.34M 0.24%
47,683
+3,105
82
$6.08M 0.23%
55,464
+5,337
83
$5.57M 0.21%
210,039
+24,004
84
$5.54M 0.21%
57,864
+4,779
85
$5.51M 0.21%
951
+120
86
$5.49M 0.21%
50,940
-5,385
87
$5.29M 0.2%
124,197
-3,088
88
$5.28M 0.2%
7,464
-3,765
89
$5.25M 0.2%
19,262
+1,722
90
$5.18M 0.2%
18,164
-3,406
91
$5.03M 0.19%
101,636
+26,629
92
$4.93M 0.19%
38,956
-10,044
93
$4.86M 0.18%
33,957
-2,631
94
$4.75M 0.18%
10,782
+1,799
95
$4.64M 0.18%
183,484
-15,244
96
$4.63M 0.18%
50,402
+30,374
97
$4.62M 0.17%
13,616
-1,051
98
$4.58M 0.17%
45,588
+1,127
99
$4.53M 0.17%
20,722
+2,971
100
$4.47M 0.17%
187,675
+41,516
2 3
4
5 6