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
$1.08B
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
772
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.3M
3
+$10.9M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.48M

Top Sells

1
+$21.5M
2
+$7.35M
3
+$4.41M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.63M
5
INTC icon
Intel
INTC
+$2.25M

Sector Composition

1 Financials 15.3%
2 Technology 11.78%
3 Communication Services 5.6%
4 Consumer Discretionary 4.03%
5 Healthcare 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.33M 0.22%
38,802
+14,613
102
$2.32M 0.21%
+19,833
103
$2.27M 0.21%
5,918
+1,490
104
$2.26M 0.21%
29,389
+7,213
105
$2.24M 0.21%
2,309
+387
106
$2.2M 0.2%
24,442
-77
107
$2.19M 0.2%
23,848
+12,382
108
$2.14M 0.2%
10,420
-764
109
$2.14M 0.2%
7,419
+6,551
110
$2.12M 0.2%
5,334
+377
111
$2.04M 0.19%
8,289
+366
112
$1.99M 0.18%
+97,150
113
$1.96M 0.18%
38,227
+3,931
114
$1.95M 0.18%
23,336
-6,592
115
$1.94M 0.18%
31,542
+1,817
116
$1.93M 0.18%
56,505
117
$1.9M 0.17%
+44,988
118
$1.89M 0.17%
32,876
+12,120
119
$1.85M 0.17%
22,625
+1,025
120
$1.84M 0.17%
35,648
+30,155
121
$1.84M 0.17%
4,394
+1,991
122
$1.81M 0.17%
9,905
-799
123
$1.81M 0.17%
43,045
+15,819
124
$1.8M 0.17%
24,316
-3,770
125
$1.79M 0.17%
7,177
+4,477
3 4
5
6 7