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AFG

Atomi Financial Group Portfolio holdings

AUM $3.24B
1-Year Est. Return 33.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.01%
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
+$18.3M
2
+$15.8M
3
+$13.9M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$12.6M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12.2M

Top Sells

1
+$3.36M
2
+$3.17M
3
+$2.93M
4
GE icon
GE Aerospace
GE
+$2.85M
5
CAT icon
Caterpillar
CAT
+$2.73M

Sector Composition

1 Technology 10.57%
2 Financials 10.53%
3 Communication Services 6.08%
4 Consumer Discretionary 3.93%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-1,173
1027
– –
-6,438
1028
– –
-6,319
1029
– –
-1,484
1030
– –
-3,245
1031
– –
-3,635
1032
– –
-11,784
1033
– –
-1
1034
– –
-3,503
1035
– –
-18,565
1036
– –
-18,516
1037
– –
-1,345
1038
– –
-7,436
1039
– –
-7,174
1040
– –
-4,891
1041
– –
-13,121
1042
– –
-3,240
1043
– –
-7,657
1044
– –
-4,192
1045
– –
-4,302
1046
– –
-2,909
1047
– –
-6,822
1048
– –
-1,970
1049
– –
-4,289
1050
– –
-10,531
40 41
42
43 44