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
$179M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$6.91M
3
+$4.67M
4
JPM icon
JPMorgan Chase
JPM
+$3.76M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.56M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.48%
2 Financials 6.93%
3 Healthcare 6.83%
4 Industrials 5.21%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$299K 0.17%
+7,918
152
$298K 0.17%
+1,784
153
$298K 0.17%
+17,673
154
$297K 0.17%
+9,630
155
$293K 0.16%
+6,490
156
$293K 0.16%
+11,616
157
$292K 0.16%
+40,763
158
$292K 0.16%
+15,609
159
$289K 0.16%
+6,164
160
$282K 0.16%
+10,140
161
$280K 0.16%
+677
162
$278K 0.16%
+33,333
163
$277K 0.15%
+990
164
$275K 0.15%
+5,200
165
$272K 0.15%
+576
166
$272K 0.15%
+9,800
167
$268K 0.15%
+4,212
168
$266K 0.15%
+4,622
169
$263K 0.15%
+8,357
170
$261K 0.15%
+4,712
171
$257K 0.14%
+726
172
$253K 0.14%
+3,827
173
$249K 0.14%
+4,914
174
$246K 0.14%
+833
175
$245K 0.14%
+11,200
5 6
7
8 9