AFG

Atomi Financial Group Portfolio holdings

AUM $3.38B
1-Year Est. Return 32.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.12%
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
+$10.2M
2
+$9.97M
3
+$8.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.28M
5
BND icon
Vanguard Total Bond Market
BND
+$7.05M

Top Sells

1
+$7.64M
2
+$6.99M
3
+$4.77M
4
RBLX icon
Roblox
RBLX
+$4.17M
5
OKLO
Oklo
OKLO
+$3.97M

Sector Composition

1 Financials 12.31%
2 Technology 11.58%
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
126
$3.29M 0.12%
28,499
+4,222
127
$3.28M 0.12%
79,071
+12,017
128
$3.25M 0.12%
4,905
-346
129
$3.24M 0.12%
138,964
+64,477
130
$3.19M 0.12%
15,586
+68
131
$3.14M 0.12%
23,100
+2,716
132
$3.11M 0.12%
23,147
-3,445
133
$3.08M 0.12%
43,571
-2,107
134
$3.06M 0.12%
42,158
+10,823
135
$3M 0.11%
37,397
+2,895
136
$2.89M 0.11%
54,700
+31,966
137
$2.85M 0.11%
3,624
+373
138
$2.85M 0.11%
15,629
+3,003
139
$2.83M 0.11%
30,197
+707
140
$2.79M 0.11%
13,565
+1,505
141
$2.78M 0.11%
24,538
-1,802
142
$2.78M 0.11%
14,954
-2,185
143
$2.77M 0.1%
10,749
+195
144
$2.76M 0.1%
30,967
+1,022
145
$2.75M 0.1%
19,544
+4,314
146
$2.73M 0.1%
5,020
+871
147
$2.72M 0.1%
3,285
+280
148
$2.67M 0.1%
38,730
+8,560
149
$2.64M 0.1%
83,592
150
$2.62M 0.1%
100,788
+3,529
4 5
6
7 8