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
$1.08B
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
772
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.3M
3
+$10.9M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.48M

Top Sells

1
+$21.5M
2
+$7.35M
3
+$4.41M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.63M
5
INTC icon
Intel
INTC
+$2.25M

Sector Composition

1 Financials 15.3%
2 Technology 11.78%
3 Communication Services 5.6%
4 Consumer Discretionary 4.03%
5 Healthcare 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.79M 0.17%
101,604
+16,681
127
$1.78M 0.16%
3,531
-4,268
128
$1.7M 0.16%
12,933
+1,170
129
$1.67M 0.15%
46,484
+3,242
130
$1.64M 0.15%
28,389
-3,938
131
$1.61M 0.15%
12,797
-17,345
132
$1.6M 0.15%
59,790
-8,768
133
$1.59M 0.15%
3,031
-339
134
$1.58M 0.15%
6,268
+1,012
135
$1.58M 0.15%
58,603
-54
136
$1.5M 0.14%
15,373
+787
137
$1.5M 0.14%
7,191
-3,499
138
$1.48M 0.14%
18,556
+3,645
139
$1.46M 0.14%
21,840
+2,662
140
$1.45M 0.13%
7,539
+737
141
$1.44M 0.13%
48,871
-51,298
142
$1.42M 0.13%
10,338
+2,924
143
$1.41M 0.13%
28,613
-9
144
$1.4M 0.13%
22,108
+3,399
145
$1.38M 0.13%
76,943
-11,804
146
$1.37M 0.13%
151,278
-1,801
147
$1.36M 0.13%
23,485
+382
148
$1.35M 0.12%
+16,929
149
$1.35M 0.12%
63,394
-4,836
150
$1.33M 0.12%
3,832
+1,938
4 5
6
7 8