AFG

Atomi Financial Group Portfolio holdings

AUM $3.38B
1-Year Est. Return 32.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
3 Communication Services 5.98%
4 Consumer Discretionary 3.96%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.45M 0.17%
27,934
-5,658
102
$4.31M 0.16%
73,591
+53,166
103
$4.17M 0.16%
38,121
+10,432
104
$4.05M 0.15%
26,632
+43
105
$4.01M 0.15%
36,196
+13,003
106
$3.99M 0.15%
13,117
+609
107
$3.97M 0.15%
1,519
+63
108
$3.97M 0.15%
18,941
+792
109
$3.89M 0.15%
37,262
+10,874
110
$3.89M 0.15%
42,704
-2,419
111
$3.78M 0.14%
54,628
-2,782
112
$3.75M 0.14%
67,188
+11,460
113
$3.71M 0.14%
39,806
-693
114
$3.71M 0.14%
18,130
+1,491
115
$3.71M 0.14%
31,142
+11,413
116
$3.7M 0.14%
29,852
-95
117
$3.67M 0.14%
60,421
+3,747
118
$3.67M 0.14%
61,185
-7,352
119
$3.63M 0.14%
4,560
+67
120
$3.58M 0.14%
45,428
+17,569
121
$3.5M 0.13%
38,122
+3,438
122
$3.48M 0.13%
9,502
+536
123
$3.39M 0.13%
40,919
+4,993
124
$3.37M 0.13%
23,733
+1,426
125
$3.36M 0.13%
62,205
-3,374
3 4
5
6 7