AFG

Atomi Financial Group Portfolio holdings

AUM $3.09B
1-Year Est. Return 36.43%
This Quarter Est. Return
1 Year Est. Return
+36.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.09B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.6M

Top Sells

1
+$66.1M
2
+$23.3M
3
+$10.6M
4
COIN icon
Coinbase
COIN
+$7.27M
5
IJS icon
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
DIS icon
126
Walt Disney
DIS
$199B
$3.85M 0.12%
33,626
+3,774
BSJQ icon
127
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.18B
$3.8M 0.12%
162,154
+23,190
BIL icon
128
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.4B
$3.78M 0.12%
41,202
+3,080
SHY icon
129
iShares 1-3 Year Treasury Bond ETF
SHY
$23.6B
$3.68M 0.12%
44,419
+3,500
IEMG icon
130
iShares Core MSCI Emerging Markets ETF
IEMG
$131B
$3.68M 0.12%
55,900
-5,285
AFRM icon
131
Affirm
AFRM
$24.7B
$3.63M 0.12%
49,660
-4,968
GE icon
132
GE Aerospace
GE
$343B
$3.59M 0.12%
11,935
+1,186
C icon
133
Citigroup
C
$206B
$3.53M 0.11%
34,815
+4,295
XLRE icon
134
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.74B
$3.52M 0.11%
83,654
+4,583
WFC icon
135
Wells Fargo
WFC
$273B
$3.49M 0.11%
41,586
+4,189
VSS icon
136
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$10.6B
$3.47M 0.11%
24,372
+1,225
MELI icon
137
Mercado Libre
MELI
$105B
$3.47M 0.11%
1,485
-34
INSM icon
138
Insmed
INSM
$34.4B
$3.42M 0.11%
23,739
+644
RTX icon
139
RTX Corp
RTX
$271B
$3.4M 0.11%
20,343
+2,387
MRK icon
140
Merck
MRK
$270B
$3.29M 0.11%
39,183
+6,069
DFAT icon
141
Dimensional US Targeted Value ETF
DFAT
$12.8B
$3.28M 0.11%
56,364
-5,841
ABT icon
142
Abbott
ABT
$212B
$3.26M 0.11%
24,305
+1,205
MS icon
143
Morgan Stanley
MS
$299B
$3.23M 0.1%
20,294
+750
SUB icon
144
iShares Short-Term National Muni Bond ETF
SUB
$10.5B
$3.19M 0.1%
29,890
+8,282
SONY icon
145
Sony
SONY
$144B
$3.17M 0.1%
109,957
+9,169
ASML icon
146
ASML
ASML
$527B
$3.16M 0.1%
3,268
+542
BX icon
147
Blackstone
BX
$126B
$3.14M 0.1%
18,390
+1,438
SAP icon
148
SAP
SAP
$272B
$3.11M 0.1%
11,655
-1,462
SGOL icon
149
abrdn Physical Gold Shares ETF
SGOL
$7.83B
$3.08M 0.1%
83,592
UNH icon
150
UnitedHealth
UNH
$300B
$3.04M 0.1%
8,817
+1,706
4 5
6
7 8