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
$2.64B
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
RJF icon
1001
Raymond James Financial
RJF
$33.1B
$217K 0.01%
+1,418
RDVY icon
1002
First Trust Rising Dividend Achievers ETF
RDVY
$17B
$217K 0.01%
+3,460
IR icon
1003
Ingersoll Rand
IR
$31.1B
$217K 0.01%
+2,606
GL icon
1004
Globe Life
GL
$11B
$216K 0.01%
1,740
+55
CLH icon
1005
Clean Harbors
CLH
$12.7B
$216K 0.01%
+935
FDD icon
1006
First Trust STOXX European Select Dividend Income Fund
FDD
$672M
$216K 0.01%
+13,879
FJP icon
1007
First Trust Japan AlphaDEX Fund
FJP
$201M
$216K 0.01%
3,609
-1,059
FYBR icon
1008
Frontier Communications
FYBR
$9.39B
$215K 0.01%
5,919
-171
SKYY icon
1009
First Trust Cloud Computing ETF
SKYY
$3.21B
$215K 0.01%
1,767
-780
BSCT icon
1010
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.31B
$215K 0.01%
+11,486
TLN
1011
Talen Energy Corp
TLN
$17.4B
$215K 0.01%
+738
COOP
1012
DELISTED
Mr. Cooper
COOP
$215K 0.01%
+1,438
SNAP icon
1013
Snap
SNAP
$13.1B
$214K 0.01%
24,582
+8,063
LKQ icon
1014
LKQ Corp
LKQ
$7.81B
$213K 0.01%
5,758
-2,400
DFAX icon
1015
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.59B
$213K 0.01%
7,249
-652
IVOV icon
1016
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.06B
$213K 0.01%
2,228
-132
FTA icon
1017
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.15B
$212K 0.01%
+2,695
HYS icon
1018
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.47B
$211K 0.01%
2,221
-2
WTW icon
1019
Willis Towers Watson
WTW
$32.6B
$211K 0.01%
687
-81
DKS icon
1020
Dick's Sporting Goods
DKS
$20.5B
$210K 0.01%
1,064
-227
NEAR icon
1021
iShares Short Maturity Bond ETF
NEAR
$3.59B
$210K 0.01%
+4,107
HUBB icon
1022
Hubbell
HUBB
$22.5B
$210K 0.01%
+513
BYLD icon
1023
iShares Yield Optimized Bond ETF
BYLD
$275M
$209K 0.01%
9,244
-352
SJNK icon
1024
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.9B
$209K 0.01%
+8,201
BWA icon
1025
BorgWarner
BWA
$9.42B
$208K 0.01%
+6,213
39 40
41
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