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
$1.98B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.6M
3
+$12.8M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.7M
5
MSFT icon
Microsoft
MSFT
+$10.2M

Top Sells

1
+$2.89M
2
+$2.38M
3
+$2.22M
4
OZ icon
Belpointe PREP
OZ
+$2.12M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.8M

Sector Composition

1 Technology 12.48%
2 Financials 11.58%
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
1001
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1002
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1003
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1004
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-6,567
1005
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1006
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-736
1007
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0
1008
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1009
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1010
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-11,368
1011
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1012
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-10,996
1013
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1014
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-916
1015
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1016
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1017
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1018
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1019
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1020
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1021
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1022
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1023
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1024
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1025
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-4,816
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