AFG

Atomi Financial Group Portfolio holdings

AUM $2.64B
1-Year Est. Return 31.3%
This Quarter Est. Return
1 Year Est. Return
+31.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$6.91M
3
+$4.67M
4
JPM icon
JPMorgan Chase
JPM
+$3.76M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.56M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.48%
2 Financials 6.93%
3 Healthcare 6.83%
4 Industrials 5.21%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$352K 0.2%
+1,200
127
$351K 0.2%
+16,674
128
$346K 0.19%
+16,810
129
$345K 0.19%
+17,006
130
$345K 0.19%
+742
131
$344K 0.19%
+3,769
132
$331K 0.18%
+18,743
133
$329K 0.18%
+8,081
134
$325K 0.18%
+17,810
135
$324K 0.18%
+728
136
$322K 0.18%
+7,966
137
$321K 0.18%
+930
138
$320K 0.18%
+34,783
139
$319K 0.18%
+7,470
140
$317K 0.18%
+4,180
141
$316K 0.18%
+9,261
142
$316K 0.18%
+3,441
143
$314K 0.18%
+9,821
144
$314K 0.18%
+8,396
145
$313K 0.17%
+1,881
146
$312K 0.17%
+39,962
147
$308K 0.17%
+1,689
148
$307K 0.17%
+919
149
$303K 0.17%
+2,337
150
$302K 0.17%
+3,922
4 5
6
7 8