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
$1.98B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.5M
3
+$12.7M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$2.86M
2
+$2.27M
3
+$2.12M
4
NEE icon
NextEra Energy
NEE
+$2.05M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.84M

Sector Composition

1 Technology 12.68%
2 Financials 11.38%
3 Communication Services 6.72%
4 Consumer Discretionary 4.45%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.34M 0.17%
29,953
+4,638
102
$3.31M 0.17%
7,789
+833
103
$3.21M 0.16%
28,034
+678
104
$3.16M 0.16%
17,837
-218
105
$3.14M 0.16%
133,665
+24,166
106
$3.13M 0.16%
54,709
+10,726
107
$3.11M 0.16%
15,714
+10,773
108
$3.11M 0.16%
79,337
+20,047
109
$3.07M 0.16%
12,486
+3,495
110
$2.91M 0.15%
16,901
+414
111
$2.91M 0.15%
127,800
+9,468
112
$2.9M 0.15%
41,268
+14,600
113
$2.89M 0.15%
31,581
+12,150
114
$2.85M 0.14%
30,731
-514
115
$2.85M 0.14%
31,967
+1,679
116
$2.82M 0.14%
16,903
+2,324
117
$2.77M 0.14%
32,146
+1,473
118
$2.75M 0.14%
14,057
+3,326
119
$2.75M 0.14%
52,611
+613
120
$2.66M 0.13%
24,077
+945
121
$2.58M 0.13%
14,495
+2,122
122
$2.44M 0.12%
13,940
-1,609
123
$2.44M 0.12%
13,419
+2,733
124
$2.43M 0.12%
33,877
-28,574
125
$2.4M 0.12%
31,109
+4,667
3 4
5
6 7