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
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
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
1026
$208K 0.01%
+4,275
1027
$208K 0.01%
5,175
1028
$207K 0.01%
+7,836
1029
$207K 0.01%
+5,683
1030
$206K 0.01%
+1,973
1031
$206K 0.01%
+7,399
1032
$206K 0.01%
370
+18
1033
$205K 0.01%
3,979
+355
1034
$205K 0.01%
2,703
-438
1035
$204K 0.01%
2,375
-138
1036
$204K 0.01%
+1,485
1037
$204K 0.01%
+1,847
1038
$203K 0.01%
+4,255
1039
$203K 0.01%
5,332
-91
1040
$202K 0.01%
3,702
-355
1041
$202K 0.01%
+1,216
1042
$202K 0.01%
3,566
-68
1043
$202K 0.01%
2,489
-667
1044
$201K 0.01%
+1,585
1045
$201K 0.01%
+6,595
1046
$200K 0.01%
+3,577
1047
$200K 0.01%
+1,990
1048
$200K 0.01%
+2,074
1049
$200K 0.01%
+933
1050
$197K 0.01%
+4,297
40 41
42
43 44