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
1026
– –
-916
1027
– –
-11,478
1028
– –
-12,699
1029
– –
-892
1030
– –
-3,792
1031
– –
-1,264
1032
– –
-45,270
1033
– –
-3,352
1034
– –
-6,012
1035
– –
-6,733
1036
– –
-9,666
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