AFG

Atomi Financial Group Portfolio holdings

AUM $3.09B
1-Year Est. Return 36.43%
This Quarter Est. Return
1 Year Est. Return
+36.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.09B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.6M

Top Sells

1
+$66.1M
2
+$23.3M
3
+$10.6M
4
COIN icon
Coinbase
COIN
+$7.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$6.5M

Sector Composition

1 Technology 12.43%
2 Financials 11.8%
3 Communication Services 6.25%
4 Consumer Discretionary 3.99%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SJNK icon
1026
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.31B
$233K 0.01%
9,105
+904
TROW icon
1027
T. Rowe Price
TROW
$22.7B
$233K 0.01%
2,270
+196
CSL icon
1028
Carlisle Companies
CSL
$14.7B
$233K 0.01%
708
+41
FDD icon
1029
First Trust STOXX European Select Dividend Income Fund
FDD
$729M
$232K 0.01%
14,354
+475
UGI icon
1030
UGI
UGI
$7.93B
$232K 0.01%
6,963
+1,280
FTA icon
1031
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.21B
$231K 0.01%
2,777
+82
FNCL icon
1032
Fidelity MSCI Financials Index ETF
FNCL
$2.39B
$231K 0.01%
3,026
-198
BSCT icon
1033
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.66B
$231K 0.01%
12,278
+792
CNH
1034
CNH Industrial
CNH
$13.3B
$231K 0.01%
21,246
-893
FTS icon
1035
Fortis
FTS
$26.4B
$230K 0.01%
4,536
+281
URA icon
1036
Global X Uranium ETF
URA
$6.97B
$230K 0.01%
+4,820
UTHR icon
1037
United Therapeutics
UTHR
$20.2B
$229K 0.01%
+546
IMO icon
1038
Imperial Oil
IMO
$48.5B
$229K 0.01%
+2,519
GSHD icon
1039
Goosehead Insurance
GSHD
$1.72B
$228K 0.01%
3,068
-755
SBSW icon
1040
Sibanye-Stillwater
SBSW
$12B
$228K 0.01%
20,313
+3,936
IR icon
1041
Ingersoll Rand
IR
$33.7B
$228K 0.01%
2,763
+157
QRVO icon
1042
Qorvo
QRVO
$7.36B
$228K 0.01%
+2,502
ETSY icon
1043
Etsy
ETSY
$5.86B
$228K 0.01%
+3,430
DFAX icon
1044
Dimensional World ex US Core Equity 2 ETF
DFAX
$10.5B
$227K 0.01%
7,249
GGG icon
1045
Graco
GGG
$14.2B
$227K 0.01%
2,675
+300
ACIO icon
1046
Aptus Collared Investment Opportunity ETF
ACIO
$2.21B
$227K 0.01%
5,231
-421
KEP icon
1047
Korea Electric Power
KEP
$27.7B
$227K 0.01%
17,403
+606
IVZ icon
1048
Invesco
IVZ
$12.5B
$227K 0.01%
+9,891
SKYY icon
1049
First Trust Cloud Computing ETF
SKYY
$2.74B
$227K 0.01%
1,687
-80
GUNR icon
1050
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$6.15B
$227K 0.01%
5,175
40 41
42
43 44