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
$1.6B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.7M
3
+$13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.3M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$9.83M

Top Sells

1
+$10.6M
2
+$4.67M
3
+$3.12M
4
QCOM icon
Qualcomm
QCOM
+$3.12M
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$3.03M

Sector Composition

1 Technology 11.83%
2 Financials 11.12%
3 Communication Services 6.02%
4 Consumer Discretionary 3.97%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.14M 0.13%
31,697
-912
127
$2.13M 0.13%
20,046
+7,322
128
$2.13M 0.13%
10,731
+244
129
$2.12M 0.13%
30,786
+4,064
130
$2.12M 0.13%
18,391
+4,389
131
$2.09M 0.13%
4,043
-19
132
$2.08M 0.13%
16,588
+4,731
133
$2.08M 0.13%
26,668
+2,713
134
$2.08M 0.13%
26,442
-5,030
135
$2.06M 0.13%
8,991
+1,496
136
$2.04M 0.13%
993
+696
137
$2.03M 0.13%
56,505
138
$2.02M 0.13%
2,419
-607
139
$1.94M 0.12%
15,351
+470
140
$1.91M 0.12%
26,522
+2,678
141
$1.88M 0.12%
16,449
+3,682
142
$1.86M 0.12%
49,632
-1,175
143
$1.85M 0.12%
4,836
+615
144
$1.83M 0.11%
10,686
+5,318
145
$1.82M 0.11%
30,140
-11,232
146
$1.82M 0.11%
20,175
+1,296
147
$1.8M 0.11%
28,633
+631
148
$1.78M 0.11%
6,590
+2,301
149
$1.78M 0.11%
19,431
-1,355
150
$1.78M 0.11%
1,985
-32
4 5
6
7 8