AFG

Atomi Financial Group Portfolio holdings

AUM $3.09B
1-Year Est. Return 36.43%
This Quarter Est. Return
1 Year Est. Return
+36.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.9M
3
+$13.8M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.5M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$2.96M
4
GE icon
GE Aerospace
GE
+$2.9M
5
CAT icon
Caterpillar
CAT
+$2.53M

Sector Composition

1 Technology 10.69%
2 Financials 10.41%
3 Communication Services 6.08%
4 Consumer Discretionary 3.92%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.7M 0.17%
68,537
+15,926
102
$3.66M 0.17%
4,493
+153
103
$3.66M 0.17%
75,007
-1,157
104
$3.59M 0.16%
17,139
+2,644
105
$3.49M 0.16%
92,203
+12,866
106
$3.48M 0.16%
26,340
+3,851
107
$3.42M 0.16%
146,159
+12,494
108
$3.38M 0.15%
65,579
+51,195
109
$3.36M 0.15%
12,508
+22
110
$3.35M 0.15%
39,670
+13,487
111
$3.29M 0.15%
8,966
+291
112
$3.27M 0.15%
45,678
+15,489
113
$3.25M 0.15%
56,674
+16,082
114
$3.18M 0.15%
34,684
+3,103
115
$3.16M 0.14%
35,246
+729
116
$3.14M 0.14%
55,728
+1,019
117
$3.1M 0.14%
18,149
+312
118
$3.07M 0.14%
26,592
-1,442
119
$3.01M 0.14%
15,518
+1,461
120
$2.97M 0.14%
35,926
+9,246
121
$2.96M 0.13%
29,947
-6
122
$2.95M 0.13%
40,499
+5,394
123
$2.9M 0.13%
27,689
-7,904
124
$2.85M 0.13%
5,251
-283
125
$2.84M 0.13%
1,456
+244
3 4
5
6 7