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
$2.19B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.9M
3
+$13.8M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.5M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$2.96M
4
GE icon
GE Aerospace
GE
+$2.9M
5
CAT icon
Caterpillar
CAT
+$2.53M

Sector Composition

1 Technology 10.69%
2 Financials 10.41%
3 Communication Services 6.08%
4 Consumer Discretionary 3.92%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-6,822
1027
– –
-10,493
1028
– –
-2,393
1029
– –
-7,206
1030
– –
-11,784
1031
– –
-4,063
1032
– –
-9,384
1033
– –
-23,654
1034
– –
-4,043
1035
– –
-2,927
1036
– –
-18,516
1037
– –
-1,345
1038
– –
-7,436
1039
– –
-16,114
1040
– –
-12,782
1041
– –
-6,319
1042
– –
-1,484
1043
– –
-6,438
1044
– –
-3,245
1045
– –
-4,357
1046
– –
-3,635
1047
– –
-1,370
1048
– –
-2,535
1049
– –
-1,991
1050
– –
-130
40 41
42
43 44