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
$723M
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$11.7M
3
+$11.5M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.6M

Top Sells

1
+$2.28M
2
+$1.24M
3
+$1.15M
4
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$1.1M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$940K

Sector Composition

1 Financials 17.31%
2 Technology 15.64%
3 Communication Services 5.99%
4 Healthcare 4.42%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$891K 0.12%
6,042
+1,680
152
$883K 0.12%
1,413
+594
153
$878K 0.12%
+18,415
154
$872K 0.12%
8,035
+5,241
155
$865K 0.12%
+8,568
156
$865K 0.12%
14,986
-88
157
$860K 0.12%
+9,626
158
$856K 0.12%
42,742
+17,783
159
$852K 0.12%
+5,510
160
$836K 0.12%
18,100
+5,167
161
$835K 0.12%
30,269
-6,291
162
$834K 0.12%
28,079
+17,670
163
$833K 0.12%
2,747
+688
164
$830K 0.11%
26,845
+16,096
165
$822K 0.11%
95,456
+62,869
166
$821K 0.11%
6,568
-92
167
$812K 0.11%
1,791
+1,184
168
$809K 0.11%
9,809
+3,509
169
$799K 0.11%
9,527
-8,612
170
$792K 0.11%
+3,944
171
$779K 0.11%
15,514
-1,906
172
$776K 0.11%
9,416
+3,777
173
$767K 0.11%
15,538
+2,457
174
$765K 0.11%
+9,816
175
$763K 0.11%
+48,108
5 6
7
8 9