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
$3.38B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$26.4M
3
+$22.2M
4
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
+$15.5M
5
HOOD icon
Robinhood
HOOD
+$15.5M

Top Sells

1
+$25M
2
+$12.8M
3
+$9.99M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$9.61M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$8.91M

Sector Composition

1 Technology 15.06%
2 Financials 10.48%
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
RBLX icon
126
Roblox
RBLX
$44.3B
$4.32M 0.13%
53,350
-734
KO icon
127
Coca-Cola
KO
$325B
$4.32M 0.13%
61,783
+16,086
C icon
128
Citigroup
C
$227B
$4.24M 0.13%
36,322
+1,507
USIG icon
129
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17B
$4.23M 0.13%
81,723
+4,922
WFC icon
130
Wells Fargo
WFC
$251B
$4.22M 0.12%
45,287
+3,701
IEI icon
131
iShares 3-7 Year Treasury Bond ETF
IEI
$18.8B
$4.18M 0.12%
35,057
+449
HD icon
132
Home Depot
HD
$350B
$4.15M 0.12%
12,060
+582
BPRE
133
Bluerock Private Real Estate Fund
BPRE
$4.12M 0.12%
+274,394
MS icon
134
Morgan Stanley
MS
$301B
$4.09M 0.12%
23,037
+2,743
DIA icon
135
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.5B
$4.06M 0.12%
8,453
-2,568
TJX icon
136
TJX Companies
TJX
$177B
$3.99M 0.12%
25,988
+10,706
MU icon
137
Micron Technology
MU
$506B
$3.95M 0.12%
13,837
+2,517
AZN icon
138
AstraZeneca
AZN
$311B
$3.91M 0.12%
42,583
+9,655
BIL icon
139
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$48B
$3.91M 0.12%
42,820
+1,618
SPHY icon
140
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.6B
$3.83M 0.11%
161,797
-91,674
DIS icon
141
Walt Disney
DIS
$188B
$3.82M 0.11%
33,620
-6
VGT icon
142
Vanguard Information Technology ETF
VGT
$122B
$3.77M 0.11%
4,997
-992
NVS icon
143
Novartis
NVS
$288B
$3.73M 0.11%
27,034
+3,695
SHY icon
144
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$3.73M 0.11%
44,998
+579
GLD icon
145
SPDR Gold Trust
GLD
$163B
$3.71M 0.11%
9,368
+2,099
IEMG icon
146
iShares Core MSCI Emerging Markets ETF
IEMG
$151B
$3.68M 0.11%
54,680
-1,220
RY icon
147
Royal Bank of Canada
RY
$250B
$3.66M 0.11%
21,469
+1,652
AXP icon
148
American Express
AXP
$226B
$3.64M 0.11%
9,842
+1,190
ISRG icon
149
Intuitive Surgical
ISRG
$165B
$3.64M 0.11%
6,426
+1,769
PANW icon
150
Palo Alto Networks
PANW
$138B
$3.61M 0.11%
19,588
+255
4 5
6
7 8