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
HIMU
1026
iShares High Yield Muni Active ETF
HIMU
$2.17B
$208K 0.01%
+4,275
GUNR icon
1027
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.2B
$208K 0.01%
5,175
QQQX icon
1028
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.35B
$207K 0.01%
+7,836
UGI icon
1029
UGI
UGI
$7.17B
$207K 0.01%
+5,683
FWONK icon
1030
Liberty Media Series C
FWONK
$24.4B
$206K 0.01%
+1,973
MTG icon
1031
MGIC Investment
MTG
$6.31B
$206K 0.01%
+7,399
HUBS icon
1032
HubSpot
HUBS
$24.7B
$206K 0.01%
370
+18
EIX icon
1033
Edison International
EIX
$22.4B
$205K 0.01%
3,979
+355
MKC icon
1034
McCormick & Company Non-Voting
MKC
$18.4B
$205K 0.01%
2,703
-438
GGG icon
1035
Graco
GGG
$13.5B
$204K 0.01%
2,375
-138
FANG icon
1036
Diamondback Energy
FANG
$41.2B
$204K 0.01%
+1,485
BPOP icon
1037
Popular Inc
BPOP
$7.79B
$204K 0.01%
+1,847
FTS icon
1038
Fortis
FTS
$26.2B
$203K 0.01%
+4,255
OVV icon
1039
Ovintiv
OVV
$9.4B
$203K 0.01%
5,332
-91
WBS icon
1040
Webster Financial
WBS
$9.21B
$202K 0.01%
3,702
-355
HSY icon
1041
Hershey
HSY
$37.3B
$202K 0.01%
+1,216
ALRM icon
1042
Alarm.com
ALRM
$2.55B
$202K 0.01%
3,566
-68
XLP icon
1043
Consumers Staples Select Sector SPDR Fund
XLP
$15.6B
$202K 0.01%
2,489
-667
NTRS icon
1044
Northern Trust
NTRS
$23.9B
$201K 0.01%
+1,585
BCH icon
1045
Banco de Chile
BCH
$16.7B
$201K 0.01%
+6,595
NYT icon
1046
New York Times
NYT
$9.29B
$200K 0.01%
+3,577
PALL icon
1047
abrdn Physical Palladium Shares ETF
PALL
$681M
$200K 0.01%
+1,990
TROW icon
1048
T. Rowe Price
TROW
$22.6B
$200K 0.01%
+2,074
NDSN icon
1049
Nordson
NDSN
$13.2B
$200K 0.01%
+933
AMCR icon
1050
Amcor
AMCR
$18.8B
$197K 0.01%
+21,485
40 41
42
43 44