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
$3.38B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$26.4M
3
+$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Top Sells

1
+$25M
2
+$12.8M
3
+$9.99M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$9.61M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$8.91M

Sector Composition

1 Technology 15.06%
2 Financials 10.36%
3 Communication Services 6.26%
4 Consumer Discretionary 4.52%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BKNG icon
101
Booking.com
BKNG
$146B
$5.66M 0.17%
1,057
+18
EMXC icon
102
iShares MSCI Emerging Markets ex China ETF
EMXC
$16.5B
$5.66M 0.17%
77,844
-2,500
SGOV icon
103
iShares 0-3 Month Treasury Bond ETF
SGOV
$74.8B
$5.63M 0.17%
56,038
+48,503
RTX icon
104
RTX Corp
RTX
$274B
$5.5M 0.16%
30,010
+9,667
PG icon
105
Procter & Gamble
PG
$358B
$5.39M 0.16%
37,642
+7,239
IBIT icon
106
iShares Bitcoin Trust
IBIT
$54.2B
$5.35M 0.16%
107,727
+19,349
SCHA icon
107
Schwab U.S Small- Cap ETF
SCHA
$20.3B
$5.33M 0.16%
187,268
-5,851
SHOP icon
108
Shopify
SHOP
$176B
$5.33M 0.16%
33,105
+2,488
CSCO icon
109
Cisco
CSCO
$316B
$5.09M 0.15%
66,013
+29,604
ASML icon
110
ASML
ASML
$527B
$5.07M 0.15%
4,736
+1,468
BA icon
111
Boeing
BA
$174B
$5.05M 0.15%
23,237
+1,206
CMF icon
112
iShares California Muni Bond ETF
CMF
$4.1B
$4.91M 0.15%
85,432
+6,438
IWB icon
113
iShares Russell 1000 ETF
IWB
$45.9B
$4.85M 0.14%
12,995
-644
INSM icon
114
Insmed
INSM
$30.9B
$4.81M 0.14%
27,651
+3,912
BK icon
115
Bank of New York Mellon
BK
$80.3B
$4.8M 0.14%
41,356
+227
MCD icon
116
McDonald's
MCD
$233B
$4.77M 0.14%
15,617
+7,706
INTC icon
117
Intel
INTC
$230B
$4.72M 0.14%
127,906
+93,206
CRM icon
118
Salesforce
CRM
$189B
$4.71M 0.14%
17,781
+135
ABT icon
119
Abbott
ABT
$193B
$4.68M 0.14%
37,315
+13,010
VIG icon
120
Vanguard Dividend Appreciation ETF
VIG
$103B
$4.56M 0.13%
20,742
+2,012
SCHC icon
121
Schwab International Small-Cap Equity ETF
SCHC
$5.35B
$4.49M 0.13%
98,557
-9,822
GILD icon
122
Gilead Sciences
GILD
$180B
$4.44M 0.13%
36,148
-2,847
TRT icon
123
Trio-Tech International
TRT
$45.7M
$4.43M 0.13%
669,000
-50,000
ORCL icon
124
Oracle
ORCL
$445B
$4.39M 0.13%
22,520
+43
BABA icon
125
Alibaba
BABA
$311B
$4.37M 0.13%
29,820
+2,431
3 4
5
6 7