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
1001
$217K 0.01%
+1,418
1002
$217K 0.01%
+3,460
1003
$217K 0.01%
+2,606
1004
$216K 0.01%
1,740
+55
1005
$216K 0.01%
+935
1006
$216K 0.01%
+13,879
1007
$216K 0.01%
3,609
-1,059
1008
$215K 0.01%
5,919
-171
1009
$215K 0.01%
1,767
-780
1010
$215K 0.01%
+11,486
1011
$215K 0.01%
+738
1012
$215K 0.01%
+1,438
1013
$214K 0.01%
24,582
+8,063
1014
$213K 0.01%
5,758
-2,400
1015
$213K 0.01%
7,249
-652
1016
$213K 0.01%
2,228
-132
1017
$212K 0.01%
+2,695
1018
$211K 0.01%
2,221
-2
1019
$211K 0.01%
687
-81
1020
$210K 0.01%
1,064
-227
1021
$210K 0.01%
+4,107
1022
$210K 0.01%
+513
1023
$209K 0.01%
9,244
-352
1024
$209K 0.01%
+8,201
1025
$208K 0.01%
+6,213
39 40
41
42 43