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
$723M
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$11.7M
3
+$11.5M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.6M

Top Sells

1
+$2.28M
2
+$1.24M
3
+$1.15M
4
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$1.1M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$940K

Sector Composition

1 Financials 17.31%
2 Technology 15.64%
3 Communication Services 5.99%
4 Healthcare 4.42%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.09M 0.15%
3,663
+2,183
127
$1.06M 0.15%
66,530
+47,960
128
$1.05M 0.15%
31,980
+2,932
129
$1.05M 0.15%
29,624
+6,056
130
$1.05M 0.15%
11,466
-12,562
131
$1.05M 0.14%
13,510
+8,987
132
$1.05M 0.14%
3,977
+937
133
$1.04M 0.14%
31,355
-809
134
$1.04M 0.14%
6,162
-704
135
$1.03M 0.14%
27,226
+11,651
136
$964K 0.13%
5,256
+4,143
137
$962K 0.13%
18,709
+6,359
138
$962K 0.13%
+14,087
139
$958K 0.13%
74,655
+5,641
140
$950K 0.13%
+33,876
141
$940K 0.13%
19,191
+13,224
142
$940K 0.13%
+13,951
143
$940K 0.13%
+15,960
144
$935K 0.13%
11,785
+816
145
$927K 0.13%
2,403
+1,260
146
$911K 0.13%
14,262
+5,980
147
$910K 0.13%
+29,350
148
$906K 0.13%
19,431
+13,703
149
$903K 0.12%
4,182
+2,046
150
$891K 0.12%
9,399
-359
4 5
6
7 8