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
1076
$117K ﹤0.01%
10,200
-604
1077
$112K ﹤0.01%
14,609
+658
1078
$112K ﹤0.01%
10,630
-5,574
1079
$104K ﹤0.01%
12,910
+201
1080
$101K ﹤0.01%
13,151
1081
$97.5K ﹤0.01%
+24,266
1082
$91.9K ﹤0.01%
+10,910
1083
$91.1K ﹤0.01%
+79,950
1084
$86.8K ﹤0.01%
168,214
-11,430
1085
$83.3K ﹤0.01%
25,234
+230
1086
$74.8K ﹤0.01%
21,794
-11,952
1087
$74.6K ﹤0.01%
41,000
+70
1088
$70.4K ﹤0.01%
10,150
-77
1089
$70K ﹤0.01%
+13,914
1090
$65K ﹤0.01%
20,200
+1,200
1091
$64.7K ﹤0.01%
33,033
-40,976
1092
$62.1K ﹤0.01%
18,946
-1,871
1093
$61.4K ﹤0.01%
5,167
+234
1094
$57.4K ﹤0.01%
20,075
+75
1095
$35.1K ﹤0.01%
27,443
-200
1096
$29.2K ﹤0.01%
+10,045
1097
$26.5K ﹤0.01%
10,044
+20
1098
$2.27K ﹤0.01%
+31,935
1099
– –
-2,216
1100
– –
-6,220
42 43
44
45 46