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
$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
IEMG icon
101
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$3.7M 0.17%
68,537
+15,926
EQIX icon
102
Equinix
EQIX
$80.7B
$3.66M 0.17%
4,493
+153
BNDX icon
103
Vanguard Total International Bond ETF
BNDX
$69.9B
$3.66M 0.17%
75,007
-1,157
ABBV icon
104
AbbVie
ABBV
$406B
$3.59M 0.16%
17,139
+2,644
XCCC icon
105
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
XCCC
$230M
$3.49M 0.16%
92,203
+12,866
BABA icon
106
Alibaba
BABA
$381B
$3.48M 0.16%
26,340
+3,851
SPHY icon
107
SPDR Portfolio High Yield Bond ETF
SPHY
$9.22B
$3.42M 0.16%
146,159
+12,494
DFAT icon
108
Dimensional US Targeted Value ETF
DFAT
$11.5B
$3.38M 0.15%
65,579
+51,195
SAP icon
109
SAP
SAP
$320B
$3.36M 0.15%
12,508
+22
PLTR icon
110
Palantir
PLTR
$407B
$3.35M 0.15%
39,670
+13,487
HD icon
111
Home Depot
HD
$390B
$3.29M 0.15%
8,966
+291
KO icon
112
Coca-Cola
KO
$308B
$3.27M 0.15%
45,678
+15,489
HSBC icon
113
HSBC
HSBC
$228B
$3.25M 0.15%
56,674
+16,082
BIL icon
114
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
$3.18M 0.15%
34,684
+3,103
MRK icon
115
Merck
MRK
$221B
$3.16M 0.14%
35,246
+729
CMF icon
116
iShares California Muni Bond ETF
CMF
$3.42B
$3.14M 0.14%
55,728
+1,019
BA icon
117
Boeing
BA
$162B
$3.1M 0.14%
18,149
+312
VSS icon
118
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.84B
$3.07M 0.14%
26,592
-1,442
VIG icon
119
Vanguard Dividend Appreciation ETF
VIG
$98.1B
$3.01M 0.14%
15,518
+1,461
SHY icon
120
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
$2.97M 0.14%
35,926
+9,246
DIS icon
121
Walt Disney
DIS
$204B
$2.96M 0.13%
29,947
-6
UBER icon
122
Uber
UBER
$191B
$2.95M 0.13%
40,499
+5,394
IJR icon
123
iShares Core S&P Small-Cap ETF
IJR
$85.5B
$2.9M 0.13%
27,689
-7,904
VGT icon
124
Vanguard Information Technology ETF
VGT
$108B
$2.85M 0.13%
5,251
-283
MELI icon
125
Mercado Libre
MELI
$107B
$2.84M 0.13%
1,456
+244
3 4
5
6 7