AFG
Atomi Financial Group Portfolio holdings
AUM
$3.09B
1-Year Est. Return
36.43%
1 Year Est. Return
+36.43%
AUM
$3.09B
AUM Growth
+$445M
(+17%)
Holding
1,232
Top Buys
| 1 | +$18M | |
| 2 | +$14M | |
| 3 | +$13.6M | |
| 4 |
BlackRock Flexible Income ETF
BINC
|
+$13.2M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$12.6M |
Top Sells
| 1 | +$66.1M | |
| 2 | +$23.3M | |
| 3 | +$10.6M | |
| 4 |
Coinbase
COIN
|
+$7.27M |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$6.5M |
Sector Composition
| 1 | Technology | 12.43% |
| 2 | Financials | 11.8% |
| 3 | Communication Services | 6.25% |
| 4 | Consumer Discretionary | 3.99% |
| 5 | Industrials | 3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1226
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.1B
| – | – |
-2,489
|
|
||
1227
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$11.8B
| – | – |
-1,337
|
|
||
1228
Invesco S&P MidCap Quality ETF
XMHQ
$5.13B
| – | – |
-3,253
|
|
||
|
SERV
1229
Serve Robotics
SERV
$1,000M
| – | – |
-15,474
|
|
||
|
GARP
1230
iShares MSCI USA Quality GARP ETF
GARP
$1.08B
| – | – |
-14,543
|
|
||
|
SCD.RT
1231
DELISTED
LMP Capital and Income Fund Inc. Rights (expiring July 11, 2025)
SCD.RT
| – | – |
-31,935
|
|
||
|
FBDC
1232
FT Confluence BDC & Specialty Finance Income ETF
FBDC
$40.1M
| – | – |
-29,524
|
|