AFG

Atomi Financial Group Portfolio holdings

AUM $3.09B
1-Year Est. Return 36.43%
This Quarter Est. Return
1 Year Est. Return
+36.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.09B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.6M

Top Sells

1
+$66.1M
2
+$23.3M
3
+$10.6M
4
COIN icon
Coinbase
COIN
+$7.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$6.5M

Sector Composition

1 Technology 12.43%
2 Financials 11.8%
3 Communication Services 6.25%
4 Consumer Discretionary 3.99%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMXC icon
101
iShares MSCI Emerging Markets ex China ETF
EMXC
$14.9B
$5.42M 0.18%
80,344
-345,072
SCHA icon
102
Schwab U.S Small- Cap ETF
SCHA
$20.6B
$5.39M 0.17%
193,119
+9,635
COF icon
103
Capital One
COF
$152B
$5.38M 0.17%
25,311
+14,926
DIA icon
104
SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.8B
$5.11M 0.17%
11,021
+239
IWB icon
105
iShares Russell 1000 ETF
IWB
$46.7B
$4.98M 0.16%
13,639
+23
SCHC icon
106
Schwab International Small-Cap Equity ETF
SCHC
$5.24B
$4.93M 0.16%
108,379
-15,818
BABA icon
107
Alibaba
BABA
$395B
$4.9M 0.16%
27,389
+2,851
HSBC icon
108
HSBC
HSBC
$283B
$4.86M 0.16%
68,535
+8,114
XLK icon
109
State Street Technology Select Sector SPDR ETF
XLK
$93.7B
$4.84M 0.16%
34,334
-4,622
BA icon
110
Boeing
BA
$194B
$4.76M 0.15%
22,031
+3,090
PG icon
111
Procter & Gamble
PG
$338B
$4.67M 0.15%
30,403
+2,469
HD icon
112
Home Depot
HD
$378B
$4.65M 0.15%
11,478
+1,976
SHOP icon
113
Shopify
SHOP
$203B
$4.55M 0.15%
30,617
+2,118
CMF icon
114
iShares California Muni Bond ETF
CMF
$3.88B
$4.51M 0.15%
78,994
+11,806
BK icon
115
Bank of New York Mellon
BK
$83.5B
$4.48M 0.14%
41,129
-1,575
VGT icon
116
Vanguard Information Technology ETF
VGT
$114B
$4.47M 0.14%
5,989
+1,084
ABBV icon
117
AbbVie
ABBV
$379B
$4.35M 0.14%
18,807
+3,853
GILD icon
118
Gilead Sciences
GILD
$155B
$4.33M 0.14%
38,995
+2,799
UBER icon
119
Uber
UBER
$176B
$4.25M 0.14%
43,411
+3,605
CRM icon
120
Salesforce
CRM
$213B
$4.18M 0.14%
17,646
-1,616
MMM icon
121
3M
MMM
$89.1B
$4.14M 0.13%
26,661
+29
IEI icon
122
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$4.14M 0.13%
34,608
+3,466
VIG icon
123
Vanguard Dividend Appreciation ETF
VIG
$105B
$4.04M 0.13%
18,730
+3,144
USIG icon
124
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$16.3B
$4.01M 0.13%
76,801
+56,914
PANW icon
125
Palo Alto Networks
PANW
$131B
$3.94M 0.13%
19,333
+1,203
3 4
5
6 7