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
$179M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$6.91M
3
+$4.67M
4
JPM icon
JPMorgan Chase
JPM
+$3.76M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.56M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.48%
2 Financials 6.93%
3 Healthcare 6.83%
4 Industrials 5.21%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$477K 0.27%
+6,287
102
$477K 0.27%
+7,498
103
$475K 0.27%
+11,826
104
$475K 0.27%
+4,848
105
$474K 0.27%
+7,718
106
$472K 0.26%
+5,048
107
$467K 0.26%
+2,336
108
$463K 0.26%
+9,868
109
$459K 0.26%
+2,247
110
$449K 0.25%
+4,526
111
$435K 0.24%
+9,934
112
$425K 0.24%
+2,190
113
$421K 0.24%
+2,733
114
$416K 0.23%
+8,048
115
$406K 0.23%
+22,550
116
$403K 0.22%
+6,240
117
$403K 0.22%
+4,934
118
$395K 0.22%
+1,026
119
$393K 0.22%
+19,875
120
$387K 0.22%
+6,106
121
$376K 0.21%
+46,522
122
$365K 0.2%
+31,311
123
$365K 0.2%
+6,017
124
$360K 0.2%
+22,273
125
$359K 0.2%
+8,898
3 4
5
6 7