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
$2.19B
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 3.92%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-12,592
1102
– –
-12,890
1103
– –
-10,379
1104
– –
-9,384
1105
– –
-23,654
1106
– –
-4,043
1107
– –
-2,927
1108
– –
-11,074
1109
– –
-3,442
1110
– –
-3,420
1111
– –
-3,584
1112
– –
-13,564
1113
– –
-2,625
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