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
$299M
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.99M
3
+$2.9M
4
NVDA icon
NVIDIA
NVDA
+$2.48M
5
GE icon
GE Aerospace
GE
+$2.4M

Top Sells

1
+$1.26M
2
+$1.23M
3
+$832K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$804K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$797K

Sector Composition

1 Technology 18.4%
2 Financials 6.12%
3 Healthcare 5.1%
4 Industrials 4.43%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$599K 0.2%
18,679
-9,428
127
$598K 0.2%
1,070
+307
128
$593K 0.2%
+6,291
129
$590K 0.2%
+10,969
130
$572K 0.19%
14,579
+1,818
131
$568K 0.19%
12,933
+8,011
132
$565K 0.19%
13,381
+6,351
133
$564K 0.19%
+31,036
134
$562K 0.19%
32,378
-247
135
$558K 0.19%
+21,959
136
$556K 0.19%
+12,103
137
$550K 0.18%
3,626
-20
138
$548K 0.18%
2,059
-22
139
$544K 0.18%
+7,240
140
$543K 0.18%
41,877
-5,156
141
$541K 0.18%
4,425
+137
142
$534K 0.18%
32,227
-5,871
143
$525K 0.18%
+20,874
144
$524K 0.18%
+2,516
145
$516K 0.17%
16,440
-180
146
$511K 0.17%
+4,362
147
$510K 0.17%
12,846
+6,616
148
$508K 0.17%
12,350
+1,761
149
$506K 0.17%
87,174
+43,065
150
$505K 0.17%
15,575
-4,046
4 5
6
7 8