AFG

Atomi Financial Group Portfolio holdings

AUM $2.64B
1-Year Est. Return 31.3%
This Quarter Est. Return
1 Year Est. Return
+31.3%
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
+$11M
2
+$10.7M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.81M
5
BND icon
Vanguard Total Bond Market
BND
+$7.14M

Top Sells

1
+$11.1M
2
+$8.26M
3
+$7.15M
4
OKLO
Oklo
OKLO
+$5.76M
5
RBLX icon
Roblox
RBLX
+$5.59M

Sector Composition

1 Financials 12.16%
2 Technology 11.72%
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
CX icon
1051
Cemex
CX
$13.3B
$197K 0.01%
28,398
+1,830
IQI icon
1052
Invesco Quality Municipal Securities
IQI
$528M
$187K 0.01%
19,965
-4,311
GOOD
1053
Gladstone Commercial Corp
GOOD
$534M
$182K 0.01%
12,684
RDY icon
1054
Dr. Reddy's Laboratories
RDY
$12.4B
$179K 0.01%
+11,903
AOD
1055
abrdn Total Dynamic Dividend Fund
AOD
$1.02B
$178K 0.01%
20,142
HYT icon
1056
BlackRock Corporate High Yield Fund
HYT
$1.5B
$178K 0.01%
18,275
-4,975
SERV
1057
Serve Robotics
SERV
$774M
$177K 0.01%
15,474
TKC icon
1058
Turkcell
TKC
$5.15B
$177K 0.01%
29,194
-705
YMM icon
1059
Full Truck Alliance
YMM
$13.1B
$176K 0.01%
14,900
-1,256
ELAN icon
1060
Elanco Animal Health
ELAN
$10.6B
$171K 0.01%
+11,979
VIPS icon
1061
Vipshop
VIPS
$9.14B
$158K 0.01%
10,496
-4,339
SUZ icon
1062
Suzano
SUZ
$11B
$157K 0.01%
16,684
+4,895
PCG icon
1063
PG&E
PCG
$36.7B
$156K 0.01%
11,179
+833
BEEP icon
1064
Mobile Infrastructure Corp
BEEP
$153M
$154K 0.01%
34,062
+7,790
KMX icon
1065
CarMax
KMX
$6.53B
$153K 0.01%
2,282
-1,050
PDT
1066
John Hancock Premium Dividend Fund
PDT
$644M
$152K 0.01%
11,504
VIV icon
1067
Telefônica Brasil
VIV
$19.6B
$150K 0.01%
13,173
+84
OBDC icon
1068
Blue Owl Capital
OBDC
$6.63B
$146K 0.01%
+10,198
NMR icon
1069
Nomura Holdings
NMR
$20.5B
$140K 0.01%
21,296
-6,210
XFLT
1070
XAI Octagon Floating Rate and Alternative Income Trust
XFLT
$374M
$138K 0.01%
24,340
-866
GGN
1071
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$746M
$134K 0.01%
+30,422
WBA
1072
DELISTED
Walgreens Boots Alliance
WBA
$133K 0.01%
11,603
+936
RITM icon
1073
Rithm Capital
RITM
$5.76B
$121K ﹤0.01%
10,728
-9,143
WIT icon
1074
Wipro
WIT
$28.4B
$119K ﹤0.01%
39,273
-3,582
SBSW icon
1075
Sibanye-Stillwater
SBSW
$7.56B
$118K ﹤0.01%
+16,377
41 42
43
44 45