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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
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1053
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1064
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1065
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1071
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