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
$723M
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$11.7M
3
+$11.5M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.6M

Top Sells

1
+$2.28M
2
+$1.24M
3
+$1.15M
4
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$1.1M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$940K

Sector Composition

1 Financials 17.31%
2 Technology 15.64%
3 Communication Services 5.99%
4 Healthcare 4.42%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.52M 0.21%
16,842
+5,193
102
$1.48M 0.21%
31,298
-11,294
103
$1.47M 0.2%
43,242
+9,545
104
$1.46M 0.2%
1,922
+1,363
105
$1.43M 0.2%
84,923
+25,103
106
$1.41M 0.19%
+28,622
107
$1.4M 0.19%
2,884
+1,770
108
$1.37M 0.19%
21,618
+9,934
109
$1.37M 0.19%
+22,176
110
$1.35M 0.19%
68,230
-1,869
111
$1.32M 0.18%
153,079
-440
112
$1.31M 0.18%
58,600
+13,136
113
$1.3M 0.18%
23,185
+7,106
114
$1.27M 0.18%
24,189
+11,376
115
$1.26M 0.17%
19,178
+15,344
116
$1.24M 0.17%
23,103
+828
117
$1.23M 0.17%
14,586
+6,214
118
$1.22M 0.17%
6,802
+632
119
$1.22M 0.17%
+271,811
120
$1.2M 0.17%
+20,756
121
$1.2M 0.17%
12,729
+3,378
122
$1.18M 0.16%
14,911
+3,645
123
$1.17M 0.16%
+49,448
124
$1.15M 0.16%
7,707
+6,242
125
$1.12M 0.16%
1,592
+522
3 4
5
6 7