We are live on ! Find out more
AFG

Atomi Financial Group Portfolio holdings

AUM $3.24B
1-Year Est. Return 33.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.01%
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
1126
– –
-27,214
1127
– –
-679
1128
– –
-1,965
1129
– –
-10,318
1130
– –
-12,365
1131
– –
-132,443
1132
– –
-6,350
1133
– –
-2,292
1134
– –
-4,595
1135
– –
-6,836
1136
– –
-16,396
1137
– –
-5,878
1138
– –
-5,768
1139
– –
-7,332
1140
– –
-673
1141
– –
-10,937
1142
– –
-19,639
1143
– –
-12,318
1144
– –
-17,788
1145
– –
-828
1146
– –
-2,934
1147
– –
-14,864
1148
– –
-725
1149
– –
-49,261
1150
– –
-5,021
43 44 45
46
47