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
$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
PANW icon
126
Palo Alto Networks
PANW
$144B
$2.84M 0.13%
16,639
+3,220
SHEL icon
127
Shell
SHEL
$215B
$2.82M 0.13%
38,493
+13,602
XLRE icon
128
Real Estate Select Sector SPDR Fund
XLRE
$7.93B
$2.81M 0.13%
67,054
+16,190
IEFA icon
129
iShares Core MSCI EAFE ETF
IEFA
$157B
$2.78M 0.13%
36,786
-4,482
MUB icon
130
iShares National Muni Bond ETF
MUB
$40.4B
$2.78M 0.13%
26,388
-29,815
EFG icon
131
iShares MSCI EAFE Growth ETF
EFG
$11.5B
$2.77M 0.13%
27,730
+17,886
VNQ icon
132
Vanguard Real Estate ETF
VNQ
$34.5B
$2.71M 0.12%
29,945
-2,022
ABT icon
133
Abbott
ABT
$223B
$2.7M 0.12%
20,384
+538
AZN icon
134
AstraZeneca
AZN
$259B
$2.64M 0.12%
35,973
+17,266
GILD icon
135
Gilead Sciences
GILD
$151B
$2.6M 0.12%
23,193
+14,881
MOAT icon
136
VanEck Morningstar Wide Moat ETF
MOAT
$15.6B
$2.6M 0.12%
29,490
-1,241
AFRM icon
137
Affirm
AFRM
$23.4B
$2.59M 0.12%
57,410
-7,386
UNP icon
138
Union Pacific
UNP
$134B
$2.57M 0.12%
10,881
+633
BX icon
139
Blackstone
BX
$126B
$2.56M 0.12%
18,283
+1,382
AMLP icon
140
Alerian MLP ETF
AMLP
$10.3B
$2.52M 0.11%
48,528
+30,700
SGOL icon
141
abrdn Physical Gold Shares ETF
SGOL
$6.64B
$2.49M 0.11%
83,592
+1,697
ORCL icon
142
Oracle
ORCL
$777B
$2.48M 0.11%
17,751
+848
WFC icon
143
Wells Fargo
WFC
$264B
$2.48M 0.11%
34,502
+3,526
SONY icon
144
Sony
SONY
$172B
$2.47M 0.11%
97,259
+15,336
NVS icon
145
Novartis
NVS
$254B
$2.43M 0.11%
21,761
+5,828
NEE icon
146
NextEra Energy
NEE
$171B
$2.42M 0.11%
34,068
+191
ASML icon
147
ASML
ASML
$393B
$2.37M 0.11%
3,582
+291
IEI icon
148
iShares 3-7 Year Treasury Bond ETF
IEI
$17.1B
$2.33M 0.11%
19,729
+4,765
SHOP icon
149
Shopify
SHOP
$211B
$2.32M 0.11%
24,277
+3,066
AMD icon
150
Advanced Micro Devices
AMD
$374B
$2.29M 0.1%
22,307
+3,643
4 5
6
7 8