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
$1.35B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.8M
3
+$10M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.67M

Top Sells

1
+$5.58M
2
+$4M
3
+$3.63M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.19M
5
LIN icon
Linde
LIN
+$2.69M

Sector Composition

1 Technology 13%
2 Financials 12.43%
3 Communication Services 6.33%
4 Healthcare 3.67%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.42M 0.18%
9,410
+1,503
102
$2.41M 0.18%
31,472
-72,737
103
$2.41M 0.18%
41,372
-68,710
104
$2.39M 0.18%
21,641
+13,523
105
$2.37M 0.18%
32,572
+3,183
106
$2.35M 0.17%
6,833
+915
107
$2.31M 0.17%
+22,922
108
$2.29M 0.17%
9,477
+2,300
109
$2.26M 0.17%
4,062
+531
110
$2.26M 0.17%
55,698
+950
111
$2.19M 0.16%
51,818
-7,722
112
$2.16M 0.16%
71,419
+753
113
$2.13M 0.16%
2,818
-2,304
114
$2.12M 0.16%
14,992
+2,195
115
$2.09M 0.15%
9,237
+948
116
$2.09M 0.15%
32,609
+1,067
117
$2.07M 0.15%
28,701
+6,861
118
$2.03M 0.15%
35,772
+2,896
119
$2.03M 0.15%
11,857
-1,190
120
$2.03M 0.15%
105,976
+4,372
121
$1.92M 0.14%
56,505
122
$1.91M 0.14%
10,487
+582
123
$1.91M 0.14%
20,786
-3,062
124
$1.9M 0.14%
11,728
-1,385
125
$1.87M 0.14%
15,083
+2,150
3 4
5
6 7