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
$3.09B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14M
3
+$13.6M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.6M

Top Sells

1
+$66.1M
2
+$23.3M
3
+$10.6M
4
COIN icon
Coinbase
COIN
+$7.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$6.5M

Sector Composition

1 Technology 12.43%
2 Financials 11.8%
3 Communication Services 6.25%
4 Consumer Discretionary 3.99%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KO icon
151
Coca-Cola
KO
$303B
$3.03M 0.1%
45,697
+2,126
VNQ icon
152
Vanguard Real Estate ETF
VNQ
$35.5B
$3.02M 0.1%
32,991
+2,024
NVS icon
153
Novartis
NVS
$277B
$2.99M 0.1%
23,339
+2,699
EFG icon
154
iShares MSCI EAFE Growth ETF
EFG
$9.82B
$2.99M 0.1%
26,264
+3,379
RY icon
155
Royal Bank of Canada
RY
$237B
$2.92M 0.09%
19,817
+2,475
NEE icon
156
NextEra Energy
NEE
$174B
$2.88M 0.09%
38,168
+5,110
AXP icon
157
American Express
AXP
$251B
$2.87M 0.09%
8,652
+2,015
MOAT icon
158
VanEck Morningstar Wide Moat ETF
MOAT
$13.3B
$2.87M 0.09%
28,994
-1,203
SCHR icon
159
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.3B
$2.79M 0.09%
111,185
+13,759
SPYM
160
State Street SPDR Portfolio S&P 500 ETF
SPYM
$104B
$2.71M 0.09%
34,562
-7,596
SHEL icon
161
Shell
SHEL
$211B
$2.68M 0.09%
37,445
+7,865
ANET icon
162
Arista Networks
ANET
$163B
$2.61M 0.08%
17,927
+2,395
INTU icon
163
Intuit
INTU
$152B
$2.61M 0.08%
3,818
+194
UNP icon
164
Union Pacific
UNP
$136B
$2.6M 0.08%
11,001
+688
GLD icon
165
SPDR Gold Trust
GLD
$158B
$2.58M 0.08%
7,269
-70
NOW icon
166
ServiceNow
NOW
$134B
$2.58M 0.08%
14,020
+455
AZN icon
167
AstraZeneca
AZN
$293B
$2.53M 0.08%
32,928
+9,014
VZ icon
168
Verizon
VZ
$164B
$2.52M 0.08%
57,439
+8,072
SPDW icon
169
SPDR Portfolio Developed World ex-US ETF
SPDW
$35.1B
$2.51M 0.08%
58,654
+178
CSCO icon
170
Cisco
CSCO
$297B
$2.49M 0.08%
36,409
+4,357
ETN icon
171
Eaton
ETN
$134B
$2.48M 0.08%
6,639
+381
ENB icon
172
Enbridge
ENB
$104B
$2.47M 0.08%
49,006
+4,162
PM icon
173
Philip Morris
PM
$270B
$2.47M 0.08%
15,236
-393
APP icon
174
Applovin
APP
$192B
$2.46M 0.08%
3,430
+399
MUFG icon
175
Mitsubishi UFJ Financial
MUFG
$214B
$2.44M 0.08%
152,843
+27,223
5 6
7
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