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
976
$230K 0.01%
3,887
+352
977
$230K 0.01%
2,079
-1,147
978
$230K 0.01%
2,948
+163
979
$230K 0.01%
32,979
-402
980
$229K 0.01%
+1,027
981
$229K 0.01%
+2,517
982
$229K 0.01%
3,881
-1,932
983
$227K 0.01%
2,288
-753
984
$226K 0.01%
+1,800
985
$225K 0.01%
4,348
-74
986
$225K 0.01%
3,160
-515
987
$225K 0.01%
1,928
-771
988
$225K 0.01%
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989
$224K 0.01%
+4,604
990
$224K 0.01%
+1,259
991
$222K 0.01%
3,282
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992
$221K 0.01%
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993
$221K 0.01%
12,310
-4,131
994
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995
$219K 0.01%
1,585
-163
996
$219K 0.01%
5,368
+412
997
$219K 0.01%
+4,521
998
$219K 0.01%
+2,109
999
$218K 0.01%
1,338
-55
1000
$218K 0.01%
+667
38 39
40
41 42