AFG

Atomi Financial Group Portfolio holdings

AUM $2.64B
1-Year Est. Return 31.3%
This Quarter Est. Return
1 Year Est. Return
+31.3%
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
+$11M
2
+$10.7M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.81M
5
BND icon
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
RBLX icon
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
PG icon
101
Procter & Gamble
PG
$355B
$4.45M 0.17%
27,934
-5,658
MO icon
102
Altria Group
MO
$107B
$4.31M 0.16%
73,591
+53,166
IJR icon
103
iShares Core S&P Small-Cap ETF
IJR
$86.4B
$4.17M 0.16%
38,121
+10,432
MMM icon
104
3M
MMM
$88.8B
$4.05M 0.15%
26,632
+43
GILD icon
105
Gilead Sciences
GILD
$154B
$4.01M 0.15%
36,196
+13,003
SAP icon
106
SAP
SAP
$327B
$3.99M 0.15%
13,117
+609
MELI icon
107
Mercado Libre
MELI
$109B
$3.97M 0.15%
1,519
+63
BA icon
108
Boeing
BA
$164B
$3.97M 0.15%
18,941
+792
MUB icon
109
iShares National Muni Bond ETF
MUB
$40.4B
$3.89M 0.15%
37,262
+10,874
BK icon
110
Bank of New York Mellon
BK
$74.6B
$3.89M 0.15%
42,704
-2,419
AFRM icon
111
Affirm
AFRM
$24.3B
$3.78M 0.14%
54,628
-2,782
CMF icon
112
iShares California Muni Bond ETF
CMF
$3.42B
$3.75M 0.14%
67,188
+11,460
UBER icon
113
Uber
UBER
$194B
$3.71M 0.14%
39,806
-693
PANW icon
114
Palo Alto Networks
PANW
$145B
$3.71M 0.14%
18,130
+1,491
IEI icon
115
iShares 3-7 Year Treasury Bond ETF
IEI
$17.1B
$3.71M 0.14%
31,142
+11,413
DIS icon
116
Walt Disney
DIS
$206B
$3.7M 0.14%
29,852
-95
HSBC icon
117
HSBC
HSBC
$227B
$3.67M 0.14%
60,421
+3,747
IEMG icon
118
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$3.67M 0.14%
61,185
-7,352
EQIX icon
119
Equinix
EQIX
$80.4B
$3.63M 0.14%
4,560
+67
BSV icon
120
Vanguard Short-Term Bond ETF
BSV
$39B
$3.58M 0.14%
45,428
+17,569
BIL icon
121
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
$3.5M 0.13%
38,122
+3,438
HD icon
122
Home Depot
HD
$389B
$3.48M 0.13%
9,502
+536
SHY icon
123
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
$3.39M 0.13%
40,919
+4,993
AMD icon
124
Advanced Micro Devices
AMD
$386B
$3.37M 0.13%
23,733
+1,426
DFAT icon
125
Dimensional US Targeted Value ETF
DFAT
$11.5B
$3.36M 0.13%
62,205
-3,374
3 4
5
6 7