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
$1.35B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.8M
3
+$10M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.69M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.67M

Top Sells

1
+$5.58M
2
+$4M
3
+$3.63M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.19M
5
LIN icon
Linde
LIN
+$2.69M

Sector Composition

1 Technology 13%
2 Financials 12.43%
3 Communication Services 6.33%
4 Healthcare 3.67%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.81M 0.13%
8,464
+2,628
127
$1.79M 0.13%
28,133
+6,025
128
$1.78M 0.13%
50,807
+4,323
129
$1.78M 0.13%
43,067
+22
130
$1.78M 0.13%
14,881
+10,594
131
$1.74M 0.13%
23,955
-361
132
$1.71M 0.13%
73,725
+50,735
133
$1.71M 0.13%
24,184
+4,407
134
$1.7M 0.13%
21,803
+7,508
135
$1.69M 0.13%
29,878
+1,489
136
$1.68M 0.12%
28,371
+9,995
137
$1.66M 0.12%
63,686
-139,762
138
$1.62M 0.12%
19,322
-4,014
139
$1.62M 0.12%
5,171
+1,435
140
$1.61M 0.12%
28,002
+4,517
141
$1.6M 0.12%
7,462
-2,958
142
$1.59M 0.12%
2,017
+318
143
$1.55M 0.11%
26,722
+8,139
144
$1.54M 0.11%
17,624
+1,340
145
$1.54M 0.11%
22,934
-6,330
146
$1.53M 0.11%
2,321
+670
147
$1.52M 0.11%
23,844
+4,625
148
$1.52M 0.11%
85,834
+8,891
149
$1.51M 0.11%
7,495
+1,057
150
$1.49M 0.11%
14,002
+4,190
4 5
6
7 8