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
$1.6B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.7M
3
+$13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.83M

Top Sells

1
+$10.6M
2
+$4.67M
3
+$3.12M
4
QCOM icon
Qualcomm
QCOM
+$3.12M
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$3.03M

Sector Composition

1 Technology 11.83%
2 Financials 11.12%
3 Communication Services 6.02%
4 Consumer Discretionary 3.97%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.79M 0.17%
15,549
+7,412
102
$2.75M 0.17%
18,055
-419
103
$2.69M 0.17%
57,744
+660
104
$2.63M 0.16%
109,499
+35,774
105
$2.6M 0.16%
118,332
+12,356
106
$2.57M 0.16%
4,390
+28
107
$2.56M 0.16%
43,983
+8,211
108
$2.55M 0.16%
10,345
+1,108
109
$2.52M 0.16%
16,487
+1,404
110
$2.48M 0.16%
14,579
-413
111
$2.46M 0.15%
22,224
+583
112
$2.44M 0.15%
12,373
+516
113
$2.44M 0.15%
25,315
+12
114
$2.38M 0.15%
28,616
-1,196
115
$2.37M 0.15%
8,525
+3,406
116
$2.36M 0.15%
+59,290
117
$2.36M 0.15%
10,722
-3,157
118
$2.35M 0.15%
58,743
-266
119
$2.32M 0.15%
53,487
+1,669
120
$2.31M 0.14%
30,679
-1,893
121
$2.29M 0.14%
58,112
+2,414
122
$2.22M 0.14%
23,132
+5,508
123
$2.18M 0.14%
48,594
+5,527
124
$2.17M 0.14%
27,835
+6,032
125
$2.17M 0.14%
514
-665
3 4
5
6 7