AFG
Atomi Financial Group Portfolio holdings
AUM
$2.64B
1-Year Est. Return
31.3%
1 Year Est. Return
+31.3%
AUM
$2.64B
AUM Growth
+$452M
(+21%)
Holding
1,165
Top Buys
| 1 | +$11M | |
| 2 | +$10.7M | |
| 3 | +$10M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$8.81M |
| 5 |
Vanguard Total Bond Market
BND
|
+$7.14M |
Top Sells
| 1 | +$11.1M | |
| 2 | +$8.26M | |
| 3 | +$7.15M | |
| 4 |
OKLO
Oklo
OKLO
|
+$5.76M |
| 5 |
Roblox
RBLX
|
+$5.59M |
Sector Composition
| 1 | Financials | 12.16% |
| 2 | Technology | 11.72% |
| 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 | |
|---|---|---|---|---|---|---|
1151
Norwegian Cruise Line
NCLH
$10.9B
| – | – |
-10,937
|
|
||
1152
Nuveen Dynamic Municipal Opportunities Fund
NDMO
$633M
| – | – |
-19,639
|
|
||
1153
Regeneron Pharmaceuticals
REGN
$61.4B
| – | – |
-725
|
|
||
1154
Regents Park Hedged Market Strategy ETF
RPHS
$54.3M
| – | – |
-49,261
|
|
||
1155
Range Resources
RRC
$8.76B
| – | – |
-5,021
|
|
||
1156
Revvity
RVTY
$11.2B
| – | – |
-2,207
|
|
||
1157
Stanley Black & Decker
SWK
$11B
| – | – |
-3,120
|
|
||
|
TPZ
1158
Tortoise Power & Energy Infrastructure Fund
TPZ
$123M
| – | – |
-13,851
|
|
||
1159
UDR
UDR
$12.1B
| – | – |
-4,474
|
|
||
1160
United States Natural Gas Fund
UNG
$596M
| – | – |
-15,316
|
|
||
1161
Vanguard Energy ETF
VDE
$7.09B
| – | – |
-1,588
|
|
||
1162
Vanguard Long-Term Treasury ETF
VGLT
$10.4B
| – | – |
-5,854
|
|
||
1163
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$880M
| – | – |
-3,800
|
|
||
1164
Vanguard Russell 1000 Growth ETF
VONG
$33.2B
| – | – |
-8,064
|
|
||
1165
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
XCCC
$231M
| – | – |
-92,203
|
|