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
$2.64B
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
RTX icon
151
RTX Corp
RTX
$236B
$2.62M 0.1%
17,956
-22,738
MRK icon
152
Merck
MRK
$220B
$2.62M 0.1%
33,114
-2,132
C icon
153
Citigroup
C
$172B
$2.6M 0.1%
30,520
+80
EFG icon
154
iShares MSCI EAFE Growth ETF
EFG
$11.5B
$2.56M 0.1%
22,885
-4,845
BX icon
155
Blackstone
BX
$126B
$2.54M 0.1%
16,952
-1,331
NVS icon
156
Novartis
NVS
$255B
$2.5M 0.09%
20,640
-1,121
IBTF icon
157
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.84B
$2.49M 0.09%
106,694
+30,906
SCHR icon
158
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.6B
$2.44M 0.09%
97,426
+12,764
UNP icon
159
Union Pacific
UNP
$135B
$2.37M 0.09%
10,313
-568
ITOT icon
160
iShares Core S&P Total US Stock Market ETF
ITOT
$77.9B
$2.37M 0.09%
17,540
+2,300
SPDW icon
161
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.6B
$2.37M 0.09%
58,476
+14,310
FCAL icon
162
First Trust California Municipal High income ETF
FCAL
$190M
$2.33M 0.09%
48,652
+7,006
SPD icon
163
Simplify US Equity PLUS Downside Convexity ETF
SPD
$96.2M
$2.33M 0.09%
61,357
-242
INSM icon
164
Insmed
INSM
$34.1B
$2.32M 0.09%
23,095
-2,331
SUB icon
165
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$2.3M 0.09%
21,608
+6,510
NEE icon
166
NextEra Energy
NEE
$171B
$2.29M 0.09%
33,058
-1,010
BLK icon
167
Blackrock
BLK
$175B
$2.29M 0.09%
2,185
+211
RY icon
168
Royal Bank of Canada
RY
$207B
$2.28M 0.09%
17,342
+4,824
GLD icon
169
SPDR Gold Trust
GLD
$129B
$2.24M 0.08%
7,339
+500
ETN icon
170
Eaton
ETN
$140B
$2.23M 0.08%
6,258
+1,243
CSCO icon
171
Cisco
CSCO
$278B
$2.22M 0.08%
32,052
-2,032
UNH icon
172
UnitedHealth
UNH
$326B
$2.22M 0.08%
7,111
-161
UL icon
173
Unilever
UL
$153B
$2.22M 0.08%
36,264
+4,462
COF icon
174
Capital One
COF
$143B
$2.21M 0.08%
10,385
+3,139
ASML icon
175
ASML
ASML
$391B
$2.18M 0.08%
2,726
-856
5 6
7
8 9