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
$299M
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.99M
3
+$2.9M
4
NVDA icon
NVIDIA
NVDA
+$2.48M
5
GE icon
GE Aerospace
GE
+$2.4M

Top Sells

1
+$1.26M
2
+$1.23M
3
+$832K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$804K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$797K

Sector Composition

1 Technology 18.4%
2 Financials 6.12%
3 Healthcare 5.1%
4 Industrials 4.43%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$791K 0.26%
+15,074
102
$787K 0.26%
11,266
-4,101
103
$782K 0.26%
10,969
+2,651
104
$770K 0.26%
28,192
-10,050
105
$766K 0.26%
6,660
+1,864
106
$745K 0.25%
+27,218
107
$725K 0.24%
+7,967
108
$723K 0.24%
3,406
+1,764
109
$716K 0.24%
131,344
-8,375
110
$710K 0.24%
+7,895
111
$708K 0.24%
+36,560
112
$701K 0.23%
71,449
+11,799
113
$697K 0.23%
4,485
+1,805
114
$697K 0.23%
+13,970
115
$689K 0.23%
11,684
+1,343
116
$683K 0.23%
12,813
-9,411
117
$680K 0.23%
2,251
+765
118
$657K 0.22%
+26,622
119
$656K 0.22%
28,159
-14,732
120
$654K 0.22%
34,207
+14,530
121
$654K 0.22%
14,663
+87
122
$654K 0.22%
8,698
-1,559
123
$626K 0.21%
13,081
-1,700
124
$617K 0.21%
3,040
+211
125
$603K 0.2%
8,372
+3,132
3 4
5
6 7