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
1101
– –
-12,704
1102
– –
-6,716
1103
– –
-5,599
1104
– –
-11,740
1105
– –
-92,203
1106
– –
-8,064
1107
– –
-3,800
1108
– –
-5,854
1109
– –
-1,588
1110
– –
-15,316
1111
– –
-4,474
1112
– –
-13,851
1113
– –
-3,120
1114
– –
-2,207
1115
– –
-5,021
1116
– –
-49,261
1117
– –
-725
1118
– –
-14,864
1119
– –
-2,934
1120
– –
-828
1121
– –
-17,788
1122
– –
-12,318
1123
– –
-19,639
1124
– –
-10,937
1125
– –
-673
43 44
45
46 47