AFG
Atomi Financial Group Portfolio holdings
AUM
$2.64B
1-Year Return
31.3%
This Quarter Return
+6.26%
1 Year Return
+31.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$179M
AUM Growth
–
Cap. Flow
+$179M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.22%
Holding
224
New
224
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$18.1M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$6.91M |
| 3 |
Microsoft
MSFT
|
$4.67M |
| 4 |
JPMorgan Chase
JPM
|
$3.76M |
| 5 |
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% |
