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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-7,962
1002
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-7,863
1003
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-17,404
1004
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-9,478
1005
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-5,320
1006
– –
-14,517
1007
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-305
1008
– –
-7,712
1009
– –
-860
1010
– –
-862
1011
– –
-13,105
1012
– –
-5,500
1013
– –
-30,786
1014
– –
-11,866
1015
– –
-2,437
1016
– –
-6,567
1017
– –
-6,355
1018
– –
-736
1019
– –
0
1020
– –
-1,078
1021
– –
-6,554
1022
– –
-11,368
1023
– –
-1,295
1024
– –
-10,978
1025
– –
-6,100
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