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
1051
$197K 0.01%
28,398
+1,830
1052
$187K 0.01%
19,965
-4,311
1053
$182K 0.01%
12,684
1054
$179K 0.01%
+11,903
1055
$178K 0.01%
20,142
1056
$178K 0.01%
18,275
-4,975
1057
$177K 0.01%
15,474
1058
$177K 0.01%
29,194
-705
1059
$176K 0.01%
14,900
-1,256
1060
$171K 0.01%
+11,979
1061
$158K 0.01%
10,496
-4,339
1062
$157K 0.01%
16,684
+4,895
1063
$156K 0.01%
11,179
+833
1064
$154K 0.01%
34,062
+7,790
1065
$153K 0.01%
2,282
-1,050
1066
$152K 0.01%
11,504
1067
$150K 0.01%
13,173
+84
1068
$146K 0.01%
+10,198
1069
$140K 0.01%
21,296
-6,210
1070
$138K 0.01%
24,340
-866
1071
$134K 0.01%
+30,422
1072
$133K 0.01%
11,603
+936
1073
$121K ﹤0.01%
10,728
-9,143
1074
$119K ﹤0.01%
39,273
-3,582
1075
$118K ﹤0.01%
+16,377
41 42
43
44 45