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
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.7M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.81M
5
BND icon
Vanguard Total Bond Market
BND
+$7.14M

Top Sells

1
+$11.1M
2
+$8.26M
3
+$7.15M
4
OKLO
Oklo
OKLO
+$5.76M
5
RBLX icon
Roblox
RBLX
+$5.59M

Sector Composition

1 Financials 12.16%
2 Technology 11.72%
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
CBSH icon
976
Commerce Bancshares
CBSH
$7.1B
$230K 0.01%
3,702
+335
LEN icon
977
Lennar Class A
LEN
$31.1B
$230K 0.01%
2,079
-1,147
WAL icon
978
Western Alliance Bancorporation
WAL
$8.58B
$230K 0.01%
2,948
+163
RCS
979
PIMCO Strategic Income Fund
RCS
$329M
$230K 0.01%
32,979
-402
MKTX icon
980
MarketAxess Holdings
MKTX
$6.43B
$229K 0.01%
+1,027
ACGL icon
981
Arch Capital
ACGL
$33.7B
$229K 0.01%
+2,517
GMED icon
982
Globus Medical
GMED
$11.2B
$229K 0.01%
3,881
-1,932
OTIS icon
983
Otis Worldwide
OTIS
$35.4B
$227K 0.01%
2,288
-753
BIIB icon
984
Biogen
BIIB
$24.2B
$226K 0.01%
+1,800
GIS icon
985
General Mills
GIS
$25.4B
$225K 0.01%
4,348
-74
REG icon
986
Regency Centers
REG
$12.8B
$225K 0.01%
3,160
-515
BLDR icon
987
Builders FirstSource
BLDR
$11.5B
$225K 0.01%
1,928
-771
A icon
988
Agilent Technologies
A
$42B
$225K 0.01%
+1,904
ISTB icon
989
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.48B
$224K 0.01%
+4,604
RGLD icon
990
Royal Gold
RGLD
$16B
$224K 0.01%
+1,259
EQR icon
991
Equity Residential
EQR
$22.6B
$222K 0.01%
3,282
+209
EW icon
992
Edwards Lifesciences
EW
$50B
$221K 0.01%
+2,827
AMX icon
993
America Movil
AMX
$70.3B
$221K 0.01%
12,310
-4,131
PEG icon
994
Public Service Enterprise Group
PEG
$41.2B
$221K 0.01%
+2,623
GVIP icon
995
Goldman Sachs Hedge Industry VIP ETF
GVIP
$406M
$219K 0.01%
1,585
-163
TSLY icon
996
YieldMax TSLA Option Income Strategy ETF
TSLY
$1.04B
$219K 0.01%
26,839
+2,059
NUMG icon
997
Nuveen ESG Mid-Cap Growth ETF
NUMG
$395M
$219K 0.01%
+4,521
SF icon
998
Stifel
SF
$12.4B
$219K 0.01%
+2,109
STZ icon
999
Constellation Brands
STZ
$22.6B
$218K 0.01%
1,338
-55
ALNY icon
1000
Alnylam Pharmaceuticals
ALNY
$59.9B
$218K 0.01%
+667
38 39
40
41 42