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
$3.38B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$26.4M
3
+$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Top Sells

1
+$25M
2
+$12.8M
3
+$9.99M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$9.61M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$8.91M

Sector Composition

1 Technology 15.06%
2 Financials 10.36%
3 Communication Services 6.26%
4 Consumer Discretionary 4.52%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ASR icon
1076
Grupo Aeroportuario del Sureste
ASR
$10.1B
$228K 0.01%
704
+29
NLR icon
1077
VanEck Uranium + Nuclear Energy ETF
NLR
$4.53B
$227K 0.01%
+1,829
SSB icon
1078
SouthState Bank Corp
SSB
$9.52B
$227K 0.01%
2,409
-201
FE icon
1079
FirstEnergy
FE
$29.1B
$226K 0.01%
5,058
+513
IHG icon
1080
InterContinental Hotels
IHG
$20.1B
$226K 0.01%
+1,607
STZ icon
1081
Constellation Brands
STZ
$25.5B
$226K 0.01%
+1,640
SWKS icon
1082
Skyworks Solutions
SWKS
$8.49B
$226K 0.01%
+3,561
IVOV icon
1083
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.15B
$225K 0.01%
2,229
+1
GGG icon
1084
Graco
GGG
$15.1B
$225K 0.01%
2,744
+69
EQR icon
1085
Equity Residential
EQR
$23.8B
$225K 0.01%
3,565
-206
CCEP icon
1086
Coca-Cola Europacific Partners
CCEP
$45.6B
$225K 0.01%
2,475
+166
CPNG icon
1087
Coupang
CPNG
$35.4B
$225K 0.01%
9,518
-967
PSA icon
1088
Public Storage
PSA
$53.9B
$224K 0.01%
863
-371
VLTO icon
1089
Veralto
VLTO
$23.6B
$224K 0.01%
2,242
+268
W icon
1090
Wayfair
W
$10.3B
$223K 0.01%
+2,225
ONC
1091
BeOne Medicines Ltd
ONC
$32.4B
$223K 0.01%
+735
VHT icon
1092
Vanguard Health Care ETF
VHT
$17B
$223K 0.01%
+774
IP icon
1093
International Paper
IP
$21.8B
$223K 0.01%
5,652
-544
ETSY icon
1094
Etsy
ETSY
$5.45B
$222K 0.01%
4,000
+570
PSCT icon
1095
Invesco S&P SmallCap Information Technology ETF
PSCT
$342M
$222K 0.01%
+6,537
DMLP icon
1096
Dorchester Minerals
DMLP
$1.3B
$221K 0.01%
9,884
-998
TSLY icon
1097
YieldMax TSLA Option Income Strategy ETF
TSLY
$933M
$220K 0.01%
5,867
-58
STE icon
1098
Steris
STE
$23.4B
$220K 0.01%
+869
ASAN icon
1099
Asana
ASAN
$1.88B
$220K 0.01%
16,039
-1,782
QQQX icon
1100
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.36B
$220K 0.01%
7,702
+163
42 43
44
45 46