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
$2.64B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.7M
3
+$10M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.81M
5
BND icon
Vanguard Total Bond Market
BND
+$7.14M

Top Sells

1
+$11.1M
2
+$8.26M
3
+$7.15M
4
OKLO
Oklo
OKLO
+$5.76M
5
RBLX icon
Roblox
RBLX
+$5.59M

Sector Composition

1 Financials 12.16%
2 Technology 11.72%
3 Communication Services 5.98%
4 Consumer Discretionary 3.96%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHOP icon
126
Shopify
SHOP
$192B
$3.29M 0.12%
28,499
+4,222
XLRE icon
127
Real Estate Select Sector SPDR Fund
XLRE
$7.66B
$3.28M 0.12%
79,071
+12,017
VGT icon
128
Vanguard Information Technology ETF
VGT
$109B
$3.25M 0.12%
4,905
-346
BSJQ icon
129
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.15B
$3.24M 0.12%
138,964
+64,477
VIG icon
130
Vanguard Dividend Appreciation ETF
VIG
$99.2B
$3.19M 0.12%
15,586
+68
ABT icon
131
Abbott
ABT
$225B
$3.14M 0.12%
23,100
+2,716
VSS icon
132
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.86B
$3.11M 0.12%
23,147
-3,445
KO icon
133
Coca-Cola
KO
$307B
$3.08M 0.12%
43,571
-2,107
SPYM
134
State Street SPDR Portfolio S&P 500 ETF
SPYM
$89.6B
$3.06M 0.12%
42,158
+10,823
WFC icon
135
Wells Fargo
WFC
$268B
$3M 0.11%
37,397
+2,895
BINC icon
136
BlackRock Flexible Income ETF
BINC
$12.5B
$2.89M 0.11%
54,700
+31,966
INTU icon
137
Intuit
INTU
$182B
$2.85M 0.11%
3,624
+373
PM icon
138
Philip Morris
PM
$241B
$2.85M 0.11%
15,629
+3,003
MOAT icon
139
VanEck Morningstar Wide Moat ETF
MOAT
$15.6B
$2.83M 0.11%
30,197
+707
NOW icon
140
ServiceNow
NOW
$177B
$2.79M 0.11%
2,713
+301
BABA icon
141
Alibaba
BABA
$382B
$2.78M 0.11%
24,538
-1,802
ABBV icon
142
AbbVie
ABBV
$421B
$2.78M 0.1%
14,954
-2,185
GE icon
143
GE Aerospace
GE
$323B
$2.77M 0.1%
10,749
+195
VNQ icon
144
Vanguard Real Estate ETF
VNQ
$33.7B
$2.76M 0.1%
30,967
+1,022
MS icon
145
Morgan Stanley
MS
$266B
$2.75M 0.1%
19,544
+4,314
ISRG icon
146
Intuitive Surgical
ISRG
$202B
$2.73M 0.1%
5,020
+871
AXON icon
147
Axon Enterprise
AXON
$44.9B
$2.72M 0.1%
3,285
+280
NVO icon
148
Novo Nordisk
NVO
$221B
$2.67M 0.1%
38,730
+8,560
SGOL icon
149
abrdn Physical Gold Shares ETF
SGOL
$6.8B
$2.64M 0.1%
83,592
SONY icon
150
Sony
SONY
$177B
$2.62M 0.1%
100,788
+3,529
4 5
6
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