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
976
– –
-101,627
977
– –
-18,262
978
– –
-5,175
979
– –
-4,016
980
– –
-13,667
981
– –
-572
982
– –
-1,223
983
– –
-15,051
984
– –
-1,297
985
– –
-7,962
986
– –
-7,863
987
– –
-6,355
988
– –
-736
989
– –
0
990
– –
-1,078
991
– –
-6,554
992
– –
-11,368
993
– –
-1,295
994
– –
-10,662
995
– –
-6,100
996
– –
-4,582
997
– –
-11,478
998
– –
-1,264
999
– –
-45,270
1000
– –
-3,352
38 39
40
41 42