AFG

Atomi Financial Group Portfolio holdings

AUM $3.09B
1-Year Est. Return 36.43%
This Quarter Est. Return
1 Year Est. Return
+36.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.9M
3
+$13.8M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.5M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$2.96M
4
GE icon
GE Aerospace
GE
+$2.9M
5
CAT icon
Caterpillar
CAT
+$2.53M

Sector Composition

1 Technology 10.69%
2 Financials 10.41%
3 Communication Services 6.08%
4 Consumer Discretionary 3.92%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.84M 0.13%
16,639
+3,220
127
$2.82M 0.13%
38,493
+13,602
128
$2.81M 0.13%
67,054
+16,190
129
$2.78M 0.13%
36,786
-4,482
130
$2.78M 0.13%
26,388
-29,815
131
$2.77M 0.13%
27,730
+17,886
132
$2.71M 0.12%
29,945
-2,022
133
$2.7M 0.12%
20,384
+538
134
$2.64M 0.12%
35,973
+17,266
135
$2.6M 0.12%
23,193
+14,881
136
$2.6M 0.12%
29,490
-1,241
137
$2.59M 0.12%
57,410
-7,386
138
$2.57M 0.12%
10,881
+633
139
$2.56M 0.12%
18,283
+1,382
140
$2.52M 0.11%
48,528
+30,700
141
$2.49M 0.11%
83,592
+1,697
142
$2.48M 0.11%
17,751
+848
143
$2.48M 0.11%
34,502
+3,526
144
$2.47M 0.11%
97,259
+15,336
145
$2.43M 0.11%
21,761
+5,828
146
$2.42M 0.11%
34,068
+191
147
$2.37M 0.11%
3,582
+291
148
$2.33M 0.11%
19,729
+4,765
149
$2.32M 0.11%
24,277
+3,066
150
$2.29M 0.1%
22,307
+3,643
4 5
6
7 8