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
$1.98B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.5M
3
+$12.7M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$11.2M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$2.86M
2
+$2.27M
3
+$2.12M
4
NEE icon
NextEra Energy
NEE
+$2.05M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.84M

Sector Composition

1 Technology 12.68%
2 Financials 11.38%
3 Communication Services 6.72%
4 Consumer Discretionary 4.45%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.37M 0.12%
2,233
+248
127
$2.34M 0.12%
10,248
-97
128
$2.28M 0.12%
3,291
+872
129
$2.26M 0.11%
17,537
+2,186
130
$2.26M 0.11%
21,211
+5,656
131
$2.25M 0.11%
18,664
+8,501
132
$2.25M 0.11%
60,261
+2,149
133
$2.24M 0.11%
19,846
+3,397
134
$2.19M 0.11%
26,680
-1,936
135
$2.18M 0.11%
30,976
+5,121
136
$2.15M 0.11%
31,123
-574
137
$2.12M 0.11%
35,105
+4,426
138
$2.07M 0.1%
50,864
+13,341
139
$2.06M 0.1%
29,305
+3,334
140
$2.06M 0.1%
1,212
+219
141
$2.06M 0.1%
9,121
+959
142
$2.05M 0.1%
81,895
+12,609
143
$2.05M 0.1%
18,620
-3,604
144
$2.04M 0.1%
15,882
-706
145
$2.01M 0.1%
40,592
+7,490
146
$1.98M 0.1%
26,183
-4,275
147
$1.96M 0.1%
49,059
+465
148
$1.94M 0.1%
79,946
+13,838
149
$1.92M 0.1%
69,953
+5,115
150
$1.91M 0.1%
15,220
+2,327
4 5
6
7 8