AFG
Atomi Financial Group Portfolio holdings
AUM
$3.38B
1-Year Est. Return
32.12%
This Fund
S&P 500
1 Year Est. Return
+32.12%
AUM
$3.38B
AUM Growth
+$294M
(+9.5%)
Holding
1,267
Top Buys
| 1 | +$41.2M | |
| 2 | +$26.4M | |
| 3 | +$22.2M | |
| 4 |
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
|
+$15.5M |
| 5 |
Robinhood
HOOD
|
+$15.5M |
Top Sells
| 1 | +$25M | |
| 2 | +$12.8M | |
| 3 | +$9.99M | |
| 4 |
iShares High Yield Systematic Bond ETF
HYDB
|
+$9.61M |
| 5 |
First Trust Long/Short Equity ETF
FTLS
|
+$8.91M |
Sector Composition
| 1 | Technology | 15.06% |
| 2 | Financials | 10.36% |
| 3 | Communication Services | 6.26% |
| 4 | Consumer Discretionary | 4.52% |
| 5 | Healthcare | 3.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
IBMN
1251
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
| – | – |
-10,014
|
|
||
|
IBTF
1252
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
| – | – |
-97,157
|
|
||
1253
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.74B
| – | – |
-8,579
|
|
||
|
K
1254
DELISTED
Kellanova
K
| – | – |
-3,417
|
|
||
1255
Kraft Heinz
KHC
$28.7B
| – | – |
-9,760
|
|
||
1256
Kimberly-Clark
KMB
$34.8B
| – | – |
-2,223
|
|
||
1257
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.48B
| – | – |
-8,299
|
|
||
1258
Kenvue
KVUE
$35B
| – | – |
-17,915
|
|
||
1259
Liberty Broadband Class C
LBRDK
$7.7B
| – | – |
-3,177
|
|
||
1260
Li Auto
LI
$17.1B
| – | – |
-9,568
|
|
||
1261
Modine Manufacturing
MOD
$10.8B
| – | – |
-1,450
|
|
||
1262
The Mosaic Company
MOS
$8.34B
| – | – |
-12,499
|
|
||
1263
MP Materials
MP
$10.4B
| – | – |
-8,233
|
|
||
|
NRO
1264
Neuberger Real Estate Securities Income Fund Inc
NRO
$192M
| – | – |
-20,200
|
|
||
1265
Oneok
OKE
$53.9B
| – | – |
-10,303
|
|
||
1266
OR Royalties Inc
OR
$8.07B
| – | – |
-14,816
|
|
||
1267
Oscar Health
OSCR
$4.28B
| – | – |
-7,225
|
|