AFG
Atomi Financial Group Portfolio holdings
AUM
$3.24B
1-Year Est. Return
33.01%
This Fund
S&P 500
1 Year Est. Return
+33.01%
AUM
$3.24B
AUM Growth
-$140M
(-4.2%)
Holding
1,330
Top Buys
| 1 | +$7.87M | |
| 2 | +$5.69M | |
| 3 | +$5.67M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$5.6M |
| 5 |
Vanguard Value ETF
VTV
|
+$5.07M |
Top Sells
| 1 | +$35.2M | |
| 2 | +$8.53M | |
| 3 | +$8.28M | |
| 4 |
Vanguard Total Bond Market
BND
|
+$6.92M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$6.03M |
Sector Composition
| 1 | Technology | 13.9% |
| 2 | Financials | 8.77% |
| 3 | Communication Services | 5.7% |
| 4 | Consumer Discretionary | 3.98% |
| 5 | Healthcare | 3.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1326
Zillow
Z
$8.22B
| – | – |
-5,528
|
|
||
1327
Zscaler
ZS
$21.9B
| – | – |
-1,511
|
|
||
1328
Flutter Entertainment
FLUT
$17.5B
| – | – |
-1,332
|
|
||
|
DAY
1329
DELISTED
Dayforce
DAY
| – | – |
-3,773
|
|
||
1330
DoubleLine Commercial Real Estate Debt ETF
DCRE
$449M
| – | – |
-28,230
|
|