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
$299M
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.99M
3
+$2.9M
4
NVDA icon
NVIDIA
NVDA
+$2.48M
5
GE icon
GE Aerospace
GE
+$2.4M

Top Sells

1
+$1.26M
2
+$1.23M
3
+$832K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$804K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$797K

Sector Composition

1 Technology 18.4%
2 Financials 6.12%
3 Healthcare 5.1%
4 Industrials 4.43%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$503K 0.17%
5,568
+3,035
152
$499K 0.17%
+23,696
153
$498K 0.17%
16,428
-9,585
154
$489K 0.16%
11,858
-1,184
155
$489K 0.16%
20,004
+10,363
156
$486K 0.16%
24,959
+5,644
157
$484K 0.16%
23,039
+10,442
158
$484K 0.16%
6,300
+37
159
$481K 0.16%
+9,338
160
$481K 0.16%
1,225
+236
161
$478K 0.16%
19,738
-16,462
162
$478K 0.16%
4,830
+2,731
163
$477K 0.16%
7,874
-147
164
$476K 0.16%
+8,282
165
$470K 0.16%
104,413
-125
166
$466K 0.16%
13,304
-5,196
167
$463K 0.15%
13,954
+708
168
$461K 0.15%
16,708
+2,666
169
$459K 0.15%
+2,343
170
$453K 0.15%
26,226
+3,356
171
$442K 0.15%
5,639
+70
172
$434K 0.15%
+7,560
173
$432K 0.14%
1,146
+462
174
$421K 0.14%
1,114
+289
175
$419K 0.14%
819
-40
5 6
7
8 9